Global Financial Private Client

Cynthia Shuford Stover is a financial advisor at Global Financial Private Client with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with her current firm since 2018, previously working at G.F. Investment Service, LLC for 14 years. Global Financial Private Client serves individuals, business entities, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and is notable for its affiliated business structure that includes family-office style consulting and accounting services.

Brian Timm is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Global Financial Private Client since 2020 and previously at AssetMark and Global Financial Private Capital. In addition to his advisory role, he manages BCT Consulting Services, LLC, a financial services firm. Global Financial Private Client is a team of five advisors managing approximately $828 million for about 140 clients, including high-net-worth individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis across various strategies.

Geoffrey Frazier is a financial advisor with Global Financial Private Client in Sarasota, FL, holding CFP® and ChFC® designations and over 35 years of industry experience. His prior work includes roles at G. F. Investment Services, LLC and Global Financial Private Capital. He is also the owner of 360 Tax Consulting, an accounting and financial consulting firm. Global Financial Private Client is a team of five advisors managing approximately $828 million for about 140 clients, including high-net-worth individuals, trusts, and retirement plans. The firm uses fundamental, technical, and cyclical analysis across various strategies and maintains defensive cash positions when appropriate.

Derek Hartman is a CFP® with nine years of industry experience, currently serving as an advisor at Global Financial Private Client since 2018. Prior to this, he was involved with Social Eatery in 2017 and worked at Global Financial Private Capital, LLC from 2014 to 2018. Global Financial Private Client is a team of five advisors managing approximately $828 million across about 140 clients, including high-net-worth individuals, trusts, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services such as portfolio management, financial planning, and retirement plan consulting.

Stephen Fedak is a CFP® with 34 years of experience in the financial industry. He is currently with Global Financial Private Client in Sarasota, FL, where he has worked since 2007, including prior roles at affiliated firms such as Gf Investment Services, LLC and Global Financial Advisory, Inc. His work history also includes a tenure at J.W. Cole Financial, Inc. Global Financial Private Client serves individuals, business entities, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and is notable for its affiliated consulting and accounting entities as well as its involvement in private funds and ERISA plan services.