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Robert T
Series 63, Series 65
Winston Salem, NC
Global View Capital Management LLC
Robert Taylor is a financial advisor with Global View Capital Management LLC in Winston Salem, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes involvement with multiple affiliated entities within the Global View Capital network since 2014 and real estate sales since 2020. He also operates as a self-employed notary public and manages an entity used for office expense management. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical approach to investment selection, using proprietary algorithmic research to guide strategies across a range of managed accounts and third-party platforms.
Jeffrey L
Series 65
Winston Salem, NC
Global View Capital Management LLC
Jeffrey Lukawski is a financial advisor at Global View Capital Management LLC with two years of industry experience. He holds a Series 65 credential and has worked in advisory and insurance roles within the Global View Capital network. In addition to his financial services career, he serves as a firefighter with the Greensboro Fire Department. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm utilizes quantitative investment strategies driven by its proprietary research platform and offers a range of managed account options including SMAs, ETFs, and third-party manager access.
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