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At Global Advisor Group, we’re dedicated to serving the financial planning needs of communities worldwide.
Founded by industry veteran and CEO James T. Barnette, Jr., CFP®, Global Advisor Group provides financial planning and wealth management services in all 50 states and 106 countries across the globe.
Our advisors, with decades of industry experience, use their deep knowledge of the complex financial planning needs of United States and international educational institutions, expatriate Americans, and foreign nationals with integrity, objectivity, and perspective.
Of our licensed Advisors, James T. Barnette, Jr., Jackie Gentry, Joe Pabis, and Joan Confoy have achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, which is awarded to financial advisors who have undergone extensive training, rigorous testing and exhibit a commitment to excellence through ongoing education. The CFP® is one of the world’s most recognized financial planning designations.
Our dedicated advisors travel worldwide throughout the year to meet with clients to discuss their needs. “Many of our clients have complex financial planning needs, and our team is committed to serving them with the utmost integrity and objectivity,” said Barnette.
MEET OUR TEAM
CEO of Global Advisor Group and Certified Financial Planner ™
James, a Certified Financial Planner™ professional, has spent decades in the financial management industry, with specialties in portfolio management, retirement planning, tax planning, education funding and estate planning.
Throughout the years, he’s been honored by “AdvisorHub”, “Forbes” and the “Financial Times” as a top advisor.
For the fifth consecutive year, James was recognized by BARRON’s Magazine as number 16 out of a list of 1,200 of the top financial advisors in the country, where a total of 4,000 were considered. The factors included in the rankings were: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
James entered the financial world after earning a bachelor’s degree in finance from Tennessee Technological University and a master’s in business administration from Boston University. When James isn’t working, he enjoys spending time with his grandchildren and his dog, Rebel.
Barron’s top 1200 was awarded: 2016, 2017, 2018, 2019 and 2020.
Barron’s Top 1200 State by State is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
2017 Financial Times 400 Top Financial Advisers minimum criteria: Financial advisors managing at least $300 million in assets and more than 10 years’ experience. Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials and online accessibility.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Nominees are required to have a minimum of seven years’ experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sub lists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.
Chief Operations Officer
Jennifer Donnelly is a financial industry veteran who entered the business in 1999 and has worked with Global Advisor Group for 20 years.
As she describes her role, “I’m the problem solver. I try to keep everything moving in a positive direction. I want to make sure that both clients and employees love working with Global Advisor Group.”
When she’s not working, Jennifer enjoys spending time with her family. She has two daughters who are active in track and horseback riding. They also love spending time outdoors, hiking, biking and exploring new places.
Jennifer holds the following registration through LPL Financial: Series 7, Series 65, and Series 24. (all securities registrations are held through LPL Financial.)
CERTIFIED FINANCIAL PLANNER™
Links:
Nathan joined Global Advisor Group as a Wealth Manager in 2022. He has over 17 years’ experience in the financial industry spanning 3 continents (Africa, Europe, and North America). His Core strengths include Financial Planning/Advisory and Relationship Management.
He is a Certified Financial Planner™ (CFP Board, USA) and holds a Master of Business Administration (Finance) and a Bachelor of Science in Administration (Banking & Finance) degrees from the University of Leicester (UK) and University of Ghana (Ghana) respectively, Series 7, 66 (securities registrations held through LPL Financial), and Virginia State Life & Health license.
Nathan enjoys spending quality time with his family and friends, and he is involved in Alumni activities.
Nathan holds a bachelor’s degree in finance at Purdue University and was a multiple dean’s lists achiever. For the past 8 years, Nathan has worked in the customer service industry, and enjoys helping clients reach their goals. Nathan works as a Financial Advisor for Global Advisor Group where he coordinates and organizes our 401k plan processes and procedures to ensure a successful relationship with all parties involved. He intends to start his CFP certification in 2023. His favorite part of working with Global Advisor Group is understanding the unique clientele and making sure all parties needs are met!
In his spare time, Nathan enjoys working out and spending time with his family. Nathan is also passionate about the Atlanta Braves.
Nathan holds the following registrations: Series 7, Series 66. (all securities held through LPL Financial)
FINANCIAL ADVISOR
Lone is a Financial Advisor at Global Advisor Group, holding series 7, series 66 and the SEI FINRA registrations. She is currently a candidate for the ChFC; the Chartered Financial Consultant designation. Lone has over 15 years of industry experience as a fully licensed professional, and has worked in the financial services industry in both the US and Sweden, where she also studied Business Economics and Marketing. She later graduated from University with a Psychology degree. As an international representative of Global Advisor Group – a firm held to the highest Fiduciary standards – integrity, ethics and character excellence are paramount core values to Lone. While working alongside James T. Barnette Jr., Lone provides an extension of his professionalism and services to expatriates and non-US individuals in foreign locations. Although Lone’s focus is mainly on clients residing on the European continent, to where she travels twice per year, she also works extensively with high-net-worth individuals across the globe.
Janna has a Bachelor’s in Applied Management from Brigham Young University-Idaho as well as an MBA in Finance from Louisiana Tech University. Janna holds an SIE, Series 7, and is on track to get her CFP by 2026.
Janna has always had an interest in managing finances and is good with numbers, logic, and patterns.
Janna is a people person and enjoys getting to know their personal stories.
She finds great value from working in an entrepreneurial space and learning from those around her. She is looking forward to creating her own connections and relationships with our clients.
Janna enjoys music, playing games, exploring, reading, and also speaks French.
“We need things in life that are exciting and inspiring. It can’t just be about solving some awful problem. There have to be reasons to get up in the morning.” – Elon Musk
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Joan became a CERTIFIED FINANCIAL PLANNER™ professional because, “I believe in financial planning! Everyone can benefit from growing, protecting & passing assets on to their beneficiaries. Everyone can benefit from understanding how to reduce their taxable income, and everyone can benefit from putting together a plan to prepare for their retirement.”Joan works with a diverse group of clients, supporting them with their investment and cash flow needs, retirement planning goals, tax, and estate planning needs. She also specializes in IRS-qualified retirement plans and helps employers set up and administer 401k plans and educates them on their fiduciary responsibilities.
When she’s not working, Joan enjoys bicycling and gardening. She gives back to her community doing volunteer work for various environmental organizations, including participating in her local community’s annual bike-a-thon fundraiser.
Joan holds the following designations and registrations held through LPL Financial: Designations: CERTIFIED FINANCIAL PLANNER™ professional and Certified Plan Fiduciary Advisor (CPFA)
Licenses: Series 66, 63, 7, 24 ,26 (all securities registrations are held through LPL Financial.)
Chris Cutlip is a recent graduate from Virginia Tech with a degree in Financial Planning and Wealth Management. His educational background has equipped him with a solid understanding of financial principles which has laid the foundation for his career in the financial industry. His ultimate goal is to earn the title of Certified Financial Planner (CFP®) and assist individuals and families in navigating the complexities of financial planning, asset management, and wealth accumulation.
Chris originally interned at Global Advisor Group for a year before transitioning to a full-time role as a Client Service Associate.
Beyond his professional pursuits, Chris has a passion for sports, particularly in his alma mater, the Virginia Tech Hokies. Additionally, he prioritizes his physical fitness, as he dedicates much of his time out of the office to working out and playing basketball.
Chris obtained his eMoney certification in the summer of 2022 through a virtual internship with the Financial Planning Association. Chris holds the following registrations through LPL Financial: SIE, Series 7, Series 66 (all securities registrations are held through LPL Financial).
Rodrigo has over a decade of experience across multiple industries, Rodrigo has honed his skills in effective client relations, team management, and risk mitigation. Rodrigo holds the following registrations through LPL Financial: Series 7, Series 9, Series 10, Series 63, and Series 66. (all securities registrations are held through LPL Financial.) He is also currently enrolled in the Certified Financial PlannerTM (CFP) track.”
Complementing his professional journey, Rodrigo, born and raised in Guatemala City, Guatemala, holds a Law Degree equivalent to a U.S. Juris Doctor and a Bachelor of Arts in Legal Studies and Social Science from Universidad Francisco Marroquín, Guatemala, as well as coursework in Economics from Karl-Franzens Universität, Graz, Austria. His diverse educational background and cross-cultural experiences underscore his versatility and adaptability, qualities that have been instrumental in navigating various roles and industries throughout his career. In addition to being a native speaker in both English and Spanish, Rodrigo is fluent in German and is currently learning French.
In his free time, Rodrigo very much enjoys spending time reading, traveling, exercising, cooking and spending time with his wife, his young daughter and his dog, Montgomery.
Katrina Freedman has been working with The Global Advisor Group for over ten years. Finance, however, was not always her passion. From a very young age she wanted to be a fashion designer, and even went to college to obtain a degree in fashion. Her wise father suggested that she major in business, which could take her anywhere. Lucky for her, she took his recommendation and shortly after graduation began her switch to the finance industry.
As a Financial Advisor, Katrina works closely with both domestic and international clients. She tends to specialize in retirement planning for clients entering that phase of their life. She is most passionate about building relationships with her clients. ‘I think what I do best is listening. I listen to clients and try to see what it is they are looking for and how we can help them. I also stay very organized and don’t check something off until it’s complete!’
When Katrina’s not working, she enjoys spending time with her kids, being outdoors and going to fun coffee shops and wine bars.
Katrina holds the following registration through LPL Financial: Series 7, Series 63, Series 65 (all securities registrations are held through LPL Financial.)
Jackie is a CERTIFIED FINANCIAL PLANNER ™ professional and has been working with James Barnette for over 17 years. Jackie is the Associate Advisor for our high-net-worth families. She is passionate about educating her clients about the importance of planning, so they can pass along their knowledge for generations to come. “The biggest impact I can make is turning my client relationships into multi-generational relationships. I have some families with four generations of clients working with the Global Advisor Group. It gives me so much joy to know not only the kids of my clients, but grandkids, and great grandkids”.
Jackie specializes in retirement planning, education planning, tax and estate planning needs. Jackie holds a bachelor’s degree in business from Henderson State University and an MBA with an emphasis in Finance from Oklahoma City University.
In her free time, Jackie enjoys gardening, travelling, sailing and spending time with family. She helps her husband, Steve, deliver Meals on Wheels.
Jackie holds the following designations and registrations held through LPL Financial: Designations: CERTIFIED FINANCIAL PLANNER™ professional Licenses: Series 66, Series 7 (all securities registrations are held through LPL Financial.)
Asif joined Global Advisor Group in 2021, after spending much of his career in banking. He moved to the United States from Canada in 2015. Asif has a Bachelor’s Degree from Laurentian University in Canada, where he graduated with honors. Asif is passionate about creating win-win solutions for his diverse clientele. “My goal is to help my clients simplify their finances, save them time and money, and act as a trusted guide to help them achieve their tactical and strategic financial goals.”
Besides working, Asif enjoys hiking, horseback riding and spending time with his family.
Asif holds the following registration through LPL Financial: Series 7, Series 6, Series 63 (all securities registrations are held through LPL Financial).
Dan is a Financial Advisor at Global Advisor Group and joined the firm in 2020. Dan works closely with advisors in creating financial plans and implementing investment strategies. He also assists with manager due diligence and other firm research.
Dan holds a bachelor’s degree in finance with a concentration in investment management from Virginia Tech and is enrolled in the Chartered Financial Analyst® program.
Outside of the office, Dan is an avid Boston sports fan and enjoys skiing, swimming, and paintball.
Dan holds the following registration through LPL Financial: SIE, Series 7, Series 63, Series 65 (all securities registrations are held through LPL Financial.)
INVESTMENT STRATEGIST, CIMA®
“The four most dangerous words in investing are ‘This time it’s different.’” – Sir John Templeton
Joe joined Global Advisor Group as an Investment Strategist in 2022, primarily responsible for overseeing investment selection and portfolio implementation. As a contrarian thinker, Joe leverages his investment knowledge and analytical strengths to build portfolios optimized to best position our clients to achieve their long-term financial goals.
Joe has over fifteen years of experience in wealth management. Prior to joining Global Advisor Group in 2022, Joe spent seven years as a Portfolio Manager in the Investment Management and Trust Division of Israel Discount Bank of New York, helping build and enhance the investment platform for a department that managed more than $800M of assets for both HNW and institutional clientele.
Joe is a third-generation Italian-American born in Brooklyn, New York and raised in northern Virginia. When he’s not reading about the markets or behavioral economics, Joe enjoys rooting for his home town New York Yankees, Giants, and Rangers, and spending time with his family residing in Manassas, Virginia.
Joe is a Certified Investment Management Analyst® and earned a B.S. degree in Finance and Management from George Mason University. Joe holds the following registration through LPL Financial: SIE, Series 7, Series 63, Series 65 (all securities registrations are held through LPL Financial.)
Joe is a CERTIFIED FINANCIAL PLANNER ™ at Global Advisor Group and has been with the firm since 2016. Joe works closely with James Barnette to serve high net-worth families. Serving as a center of gravity for his clients, Joe guides families through the complexities of personal finance – including investments, cash flow generation, estate planning, and insurance – to create, adjust, and consult clients on their comprehensive financial plans.
Joe holds a bachelor’s degree in mathematics and philosophy from Virginia Teach and a master’s degree in philosophy from the University of Illinois. Joe is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a professional designation he attained through the College for Financial Planning®.
Joe holds the following registration through LPL Financial: Series 7, Series 63, Series 65, Virginia Insurance Exam. (all securities registrations are held through LPL Financial.)
“The cure for anything is saltwater – sweat, tears or the sea.” – Isak Dinesen Julia was adopted from China and raised in Reston, VA. Julia graduated Cum Laude with a Bachelor of Science in Business from Virginia Tech in the Certified Financial Planner™ track.
As a Financial Advisor, Julia primarily supports our international educators in the Middle East/NESA and East Asia/EARCOS region. Julia is passionate about educating our clients on their investments and getting them interested in learning more about their financial goals. As well as how to achieve them.
Julia is motivated to educate for the same reason she decided to become a financial advisor: “The family experience of losing a loved one who did not have their financial affairs in order and seeing the good that a financial advisor could do to prevent another family going through that situation.”
When Julia is not working, she enjoys traveling, Les Mills BodyPump™, running, and spending time with Louie Meatball, her French Bulldog.
Julia holds the following registrations held through LPL Financial: Series 7, Series 63, Series 65, Virginia Insurance License. (all securities registrations are held through LPL Financial.)
Ryan is a Financial Advisor based in Bowie, Maryland. He holds a bachelor’s degree in Finance and a Master’s in Business Administration (MBA). Currently, Ryan is working towards earning his CHFC (Chartered Financial Consultant) designation. He joined his firm in December 2022.
Ryan is equipped with various licenses including the Securities Industry Essentials (SIE), Series 7, and Series 66 through LPL Financial. He is dedicated to financial planning because he believes it can profoundly impact people’s lives. One of Ryan’s favorite quotes is, “Someone somewhere is depending on you to do what God has called you to do.”
Outside of his profession, Ryan enjoys playing basketball, taking nature walks, and reading books about successful individuals. A fascinating aspect of Ryan’s life is that he has lived in both South Korea and Germany, which has contributed to his global perspective.
Ryan is enthusiastic about advancing in his field and is committed to making a positive difference through financial education and planning.
Client Service Associate
Branch Operations Supervisor
Liz is the Branch Operations Supervisor and has been in the finance industry for over 24 years. She is going on her 12th year with our firm. Liz is on the training and development team and works closely training all new hires. She is the go-to person for all operational functions. Liz also works on the International Team. She is always available to give guidance to anyone who has a question on operations and/or speaking with clients.
When Liz is not working, she loves to spend time with her family. Liz is a mother of five boys and has one granddaughter. She also spends time riding her motorcycle, where she belongs to ALR (American Legion Riders).
Client Service Specialist
Kedisha is a seasoned professional with over 23 years of exceptional experience in the dynamic realm of professional services. As a former Partner at EY, Kedisha has left an indelible mark on the industry, specializing in Financial Services.
Throughout her illustrious career, Kedisha has played a pivotal role in guiding C-Suite Executives through intricate and mission-critical programs, displaying her unparalleled expertise in navigating complex business landscapes. Her leadership journey has been characterized by a diverse array of responsibilities, including incubating innovative client solutions, overseeing expansive global teams, and fostering strong client relationships.
Join us in welcoming Kedisha, a strategic leader and visionary professional who brings unparalleled depth and breadth of experience to every endeavor.
When she is not working, Kedisha enjoys traveling, playing board games, and watching movies with the family.
“Do not go where the path may lead; go instead where there is no path and lead a trail.” – Ralph Waldo Emerson
Janet Lawton is a Client Service Associate and has been affiliated with the Global Advisor Group for over seven years. She brings over twenty years of high-level experience to our firm, providing administrative support. Her main priorities are supporting the Financial Advisors and teams in the office while also focusing on problem solving. Janet has always had an interest in finance, and particularly enjoys helping others make this a priority in their life.
When she’s not working, she enjoys bowling with Family and friends, as well as watching action and mystery movies.
Project Coordinator
Ian McQueen is a Project Coordinator at Global Advisor Group and has been with the company since June of 2021. Ian graduated from George C. Marshall high school in 2020, and is currently attending George Mason University pursuing a business degree with a concentration in Finance. He had previously attended Kutztown University as a Physics major but decided to change his career path after joining the company as a summer intern. In his free time, he enjoys playing video games, experimenting in the kitchen, and playing the acoustic guitar.
Kim is a Client Service Associate at Global Advisor Group, where she leverages her knowledge in financial planning and wealth management to assist in group retirement plans. Currently a senior at George Mason University, Kim is majoring in Financial Planning and Wealth Management with a minor in Real Estate Development, providing a strong foundation for her role in the finance industry.
Kim is also active on campus at George Mason University, where she helps guide students on personal finance, budgeting, and financial aid. With a solid academic background and diverse practical experience, Kim is dedicated to delivering exceptional service.
Human Resources Generalist
Humaira moved from Georgia to pursue her dreams of working in mental health but after an internship in the field, she decided to shift gears and focus on a new career path. A great opportunity opened up at Global Advisor Group that led her to her current position as an HR Coordinator. This position allows her to create connections with her colleagues through training and development. She leads and coordinates company events, assist with talent acquisition, heads the social media committee, and is part of the Nex Gen Group that empowers new and existing employees to find ways to be successful in their roles.
Humaira holds a bachelor’s of science degree with focus on Psychology & Sociology. She also speaks a total of four languages and has a new found love for the finance world.
When she’s not working, she enjoys spending time with her family and friends. She’s also passionate about practicing yoga, mindful meditation, and dedicates a lot of her time creating styling videos or vision boards.
Executive Administrative Assistant / Project Coordinator
Holly is a recent graduate from Virginia Commonwealth University with a major in Supply Chain Management and Analytics. Her love for numbers and planning is what piqued her interest in the financial field. “I am an organizer to my core.”
Prior to accepting a full-time job as an Executive Administrative Assistant and Project Coordinator with Global Advisor Group, Holly interned with the company for three years.
Holly has a passion for learning new skills and enjoys helping others. Getting involved in various parts of the business and helping support all aspects of the company is exciting and motivating. Holly loves to travel and cook, as well as scrapbook her various international adventures. She has an appreciation for spending time outdoors, especially in the Fall, and enjoys being with her family and friends.
Justin has been providing high level support to the Global Advisor team for the last 5 years. He has always been interested in numbers and helping others achieve their goals. With a background in both, the finance world was a perfect fit for him.
Justin’s favorite hobbies are mountain biking, spending time with family, and eating Japanese food!
Executive Administrative Assistant/ Project Coordinator
Haben graduated from Virginia Commonwealth University with a major in Business Administration and a minor in Italian Studies. She comes with many years of leadership and planning experience. She is inspired daily by self-starters and likes to surround herself with people who are passionate about learning and helping others.
She leads and coordinates business and social development events. She is apart of the NexGen Group that enables employees to discover methods for achieving success in their roles by fostering collaboration, encouraging innovation, furthering education and participating in community outreach. She supports HR with on-boarding responsibility, orientation, and training and development.
Haben enjoys meeting new people, developing new relationships and she is always willing to learn something new and take advantage of new experiences.
Haben enjoys spending time outdoors, painting, cooking, singing and just about anything to do with the arts.
Careers with Global Advisor Group
At Global Advisor Group, we are committed to integrity, objectivity, perspective, and deep knowledge of the complex financial planning needs of life today, as well as tomorrow.
We recruit individuals who share our values and philosophies.
Interested in Financial planning?
We offer an intensive, hands-on internship program for rising college seniors who are serious about pursuing a career in financial planning.
Who? We’re looking for rising college seniors who are willing to join our team at any point in the year.
What? As an intern, you will gain tremendous experience in the world of finance. Because we operate both domestically and internationally, there will be many opportunities to learn the ins and outs of the financial world and grow professionally. The internship’s combination of practical experience and development of a strong work ethic can help set you up for a successful career.
When? Our internship is available year-round, not only in the summers!
How to Apply? For consideration, please send your resume and cover letter to our Human Resources Coordinator: Humaira.Rana@lpl.com.
A provider of in-depth risk management, forward thinking solutions, and world class service, Private Advisor Group provides us with essential back-office support and compliance oversight, enabling us to focus on you, our customers.
Private Advisor Group has been recognized by Barron’s as one of the top 10 registered investment advisory (RIA) firms on the publication’s listing of “2024 Top 100 RIA Firms.”
Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.
Interactive Brokers conducts its broker/dealer business in over 135 market destinations worldwide. In its broker dealer agency business, IBKR provides direct access (“on line”) trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, fixed income and funds worldwide. Interactive Brokers Group and its affiliates execute over 1,746,000 trades per day.
Interactive Brokers is not affiliated with LPL Financial or Private Advisor Group
<h4 class="secondary">Contact Us</h4>
<p>Complete the form below, and one of our associates will follow-up with you swiftly regarding your request.</p>
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