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Shawn T
Series 66
West Palm Beach, FL
Global Trust Wealth Management LLC
Shawn Teufel is a financial advisor at Global Trust Wealth Management LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Morgan Stanley, and Sykon Capital LLC. Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm operates as a fee-only adviser, emphasizing diversified, low-cost investments and individualized Investment Policy Statements.
Ryan S
CFP®, Series 65
West Palm Beach, FL
Global Trust Wealth Management LLC
Ryan Shore is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Global Trust Wealth Management LLC and also works as a CPA at Nowlen, Holt & Miner, P.A., an accounting firm in West Palm Beach, FL. Shore has been associated with Nowlen, Holt & Miner since 2011 and with Global Trust Asset Management since 2013. Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm emphasizes diversification, asset allocation, and tax-efficient strategies, and is notable for its affiliation with a public accounting firm that supports shared resources and reciprocal client referrals.
Edward H
PFS™, Series 65
West Palm Beach, FL
Global Trust Wealth Management LLC
Edward Holt Jr. is a financial advisor at Global Trust Wealth Management LLC with 19 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a tax partner at the accounting firm Nowlen, Holt & Miner P.A., where he has worked since 2003. Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm emphasizes diversification, asset allocation, and tax-efficient strategies, serving a client base that includes both individual and high-net-worth clients.
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