Founded by industry veteran and CEO James T. Barnette, Jr., CFP®, Global Advisor Group provides financial planning and wealth management services to high-net-worth individuals, international institutions, educators, administrators and business owners in all 50 states and over 100 countries across the globe.

Global Advisor Group

Jennifer Donnelly

This department is dedicated to managing client relationships and providing support to ensure customer satisfaction.

Client Services

This department provides financial advice and planning services to clients.

Financial Services

This department manages relationships and support for financial advisors to enhance client service and advisory effectiveness.

Advisor Services

This department focuses on providing financial planning and investment advice to clients.

Global Advisor Group

Org chart

Teams

Client Services

Financial Services

Advisor Services

Investment Services

Offices

Global Advisor Group

Org chart

Teams

Client Services

Financial Services

Advisor Services

Investment Services

Offices

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