Global Trust

Timothy Schmedes is a CFP® with five years of industry experience, currently serving as an advisor at Global Trust. He co-manages Schmedes McAllister, PLLC, a CPA firm in Palm Beach Gardens, FL. Outside of financial advising, he has ownership interests in several business ventures, including a CPA firm and lodging-related companies. Global Trust provides fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm emphasizes individualized portfolios, asset allocation, diversification, and low-cost investments, and employs strategies such as exchange-traded options and covered-call approaches in select accounts.

Wei Pan is an advisor with Global Trust, holding a Series 65 designation and currently gaining industry experience. He has worked with Nowlen, Holt & Miner, P.A. for 13 years and is a partner at Brescia McCluskey, LLC, a certified public accounting firm. Global Trust provides fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm emphasizes individualized portfolios, asset allocation, diversification, and uses low-cost mutual funds and ETFs, with specialized strategies including options and a beta-plus portable-alpha framework for select accounts.

Brian Brescia is a CFP® with 19 years of industry experience, currently serving as a tax partner at Brescia McCluskey, LLC, an accounting firm. He has worked at Global Trust Asset Management, LLC since 2007 and previously at Nowlen, Holt, & Miner, P.A. Since 2024, he has balanced his accounting role alongside his advisory work. Global Trust is a team of eight advisors providing fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm emphasizes asset allocation, diversification, and low-cost mutual funds and ETFs, and utilizes documented option strategies and a beta-plus portable-alpha framework in select accounts.

Frank Ashley III is a PFS™ credentialed advisor at Global Trust with 19 years of industry experience. He has worked at Global Trust Asset Management since 2017 and concurrently holds a vice president role at Ashley & Ashley CPA's PA, an accounting firm, where he spends limited time on non-investment-related duties. Global Trust is a fee-only investment management firm serving individuals, trusts, corporations, and employer retirement plans. The firm emphasizes individualized portfolios with asset allocation, diversification, and low-cost mutual funds and ETFs, and employs specialized strategies including exchange-traded options within separately managed accounts.

Patricia Ashley is a financial advisor at Global Trust with 27 years of industry experience. She holds a Series 65 designation and has worked at Global Trust Asset Management since 2017. Prior to that, she was associated with Ashley & Ashley CPA's PA and Ashley Financial Services. Outside of finance, she is the president of Banana Lake Communications, a professional writing and business consulting firm. Global Trust provides fee-only investment management along with tax, estate, and retirement planning services for individuals, trusts, corporations, and employer retirement plans. The firm individualizes portfolios through a written Investment Policy Statement, emphasizing asset allocation, diversification, and low-cost mutual funds and ETFs, and uses exchange-traded options and a beta-plus portable-alpha framework in select accounts.

Steven Marcus is a Series 65-licensed advisor at Global Trust with 24 years of industry experience. He has worked at Global Trust Asset Management since 2016 and previously spent 16 years at Financial Security Services. Global Trust is a fee-only investment management firm that provides tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans, including defined contribution plans and a VEBA. The firm emphasizes asset allocation, diversification, and low-cost investment vehicles, and it employs documented options strategies and a beta-plus portable-alpha framework in select managed accounts.

Neil Matlins is a Series 65-licensed financial advisor with 13 years of industry experience. He currently works at Global Trust, a team-based firm in Palm Beach Gardens, FL, and has also operated Matlins Financial Consulting, Inc. since 1983. Global Trust provides fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans, including defined contribution plans and VEBAs. The firm emphasizes individualized portfolios through written Investment Policy Statements, focusing on asset allocation, diversification, and low-cost mutual funds and ETFs, and applies specialized strategies such as exchange-traded options and a beta-plus portable-alpha framework within select separately managed accounts.

Jay Marmer is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Global Trust Asset Management, LLC since 2016 and previously spent 16 years with Financial Security Services, LLC. Global Trust provides fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans, including defined contribution plans and a VEBA. The firm emphasizes individualized portfolios through written Investment Policy Statements, asset allocation, diversification, and low-cost mutual funds and ETFs, with a focus on higher-quality fixed income and specialized separately managed accounts using exchange-traded options and covered-call strategies.