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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 “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.
Office Manager
Jennifer Donnelly is a financial industry veteran who entered the business in 1999 and has worked with Global Advisor Group for 15 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 young girls who are active in travel soccer and horseback riding, so most of their evenings and weekends are spent on the soccer field or at the barn. They also love spending time outdoors, hiking, biking and exploring new places. She also has a hidden talent – “I love to cook and make a really good chili!”
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.
Financial Advisor
“The true meaning of life is to plant trees; under whose shade you do not expect to sit.” – Nelson Henderson
Lone lives in Virginia, but is originally from Sweden, where she studied Psychology and Business Economics. As a Financial Advisor, she works with clients across the globe, focusing on financial planning and portfolio management. Lone finds wealth management an ever-changing field that allows her to constantly challenge herself as a professional.
“It is imperative to connect with the people I work with in order to understand each unique situation and need,” says Lone. “The idea of an ongoing process of creating, implementing, and managing a financial plan was an important factor that inspired me when choosing my career.” Lone is passionate about building strong relationships directly with clients, providing advice, and seeing a plan through with them.
When Lone is not working, she enjoys spending time with her family and pup, traveling and experiencing different cultures, watching sports, and eating good food!
Lone holds the following registration through LPL Financial: Series 7 and Series 66 (all securities registrations are held through LPL Financial.)
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.)
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.)
CERTIFIED FINANCIAL PLANNER™ Professional
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.)
Ernesto Guerrero is originally from Peru and has visited 104 different countries around the world! He has a degree in Economics and enjoys providing personalized and hands-on guidance to his clients. He has a keen interest in assisting clients to build a strategy that allows them to control their financial situation, as well as to maintain their financial health and achieve financial goals.
When he’s not working, Ernesto is swimming, and, you guessed it, traveling.
Ernesto holds the following registrations held through LPL Financial: Series 7, Series 63, Series 65. (all securities registrations are held through LPL Financial.)
“When you come to a fork in the road, take it.” – Yogi Berra.
Matt had a great interning experience while working on his bachelor’s degree in finance at Penn State University. This experience was so great for him, he decided he wanted to make financial planning his career.
Matt first started working with Global Advisor Group in June of 2020. He works closely with a number of our international clients, specifically in the Middle East. He’s passionate about creating relationships with clients. “I really enjoy reaching out and communicating with my clients and getting to know them as people. It helps me form a more personalized plan for them.”
Matt is well versed in all areas of personal finance including investment management, retirement planning and college planning. He especially enjoys working with the next generation of clients who are eager to learn about investing. “I love educating my clients about the proper steps to take so that they can have a successful financial future”.
Matt plans to enroll in the CERTIFIED FINANCIAL PLANNER® program in the coming months. He currently resides in Reston, VA. When he is not working, he enjoys watching Philly sports, golfing and traveling with friends.
Matt holds the following registrations held through LPL Financial: SIE, Series 7, Series 63, Series 65. (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®
Quote: “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, 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.)
Client Service Associate
Fawzi started as a summer intern in 2020 and returned back in the winter and is now a fulltime Client Services Associate for the I-team. Fawzi’s main region of concentration is the Middle East. Fawzi assists in creating the best plan of action for international clients focusing on retirement and life decisions.
Fawzi graduated with a Bachelor’s degree in Finance with a concentration in financial planning from Virginia Tech. He currently has his SIE and Series 7 licenses and is working towards getting the Series 66.
In his free time, Fawzi loves playing and watching soccer with family and friends. Go Manchester United!
Branch Operations Supervisor
Liz is the Branch Operations Supervisor and has been in the finance industry for over 20 years. She is going on her 10th 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 and partners with Ernesto Guerrero to support our Latin America Region. Liz 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, named Archie, and she belongs to both the VFW (Veterans of Foreign War) and ALR (American Legion Riders). Liz also spends time with her local Eagles Aerie.
Wealth Manager
Mani Grant joins Global Advisor Group with 6+ years of experience in the financial services industry. Ranging from Investment Banking to Client and Wealth Management, Mani brings a plethora of skills and expertise to the company.
Though originally from Kingston, Jamaica, Mani spent most of his adult life living and working in Manhattan, New York.
He has recently relocated to Washington DC and is looking forward to everything that the city has to offer. Mani holds an undergraduate degree in Banking and Finance and also possess a Master’s Degree in Business Risk Management from the prestigious New York University (NYU).
He currently holds the SIE, Series 6, 63, 65 and Life, Accident and Health Insurance License. Mani is also currently pursuing the coveted CERTIFIED FINANCIAL PLANNER (CFP) designation so that he can better assist his clients.
In his spare time Mani likes to read, visit art museums, travel and spend time with family and friends.
He also loves to cook as he finds it therapeutic, especially when making Caribbean infused dishes.
Mahmoud Hassan, is a Client Service Associate. He was born in Egypt, and came to the U.S. as a newborn. Mahmoud graduated with a bachelors in Administration of Justice, with a minor in Human Resource from Virginia Common Wealth University.
Mahmoud is one of the newest members of the operation team and he has quickly become the team’s go-to support due to his helpful nature and willingness to adapt to new environments.
He enjoys watching sports, and attending Washington Wizards basketball games.
Investment Representative
Asif recently joined Global Advisor Group after spending much of his career in banking. He moved to the United States from Canada in 2012. 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 business goals.”
Besides working, Asif enjoys hiking, horseback riding and spending time with his family. He has his hands full at home, with twins and a newborn!
Asif holds the following registration through LPL Financial: Series 6, Series 63 (all securities registrations are held through LPL Financial.)
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.
Elizabeth takes on the role of Client Service Associate.
Elizabeth is originally from Short Hills New Jersey, also where she graduated with a Bachelor Degree of Fine Arts from Fairleigh Dickinson University in Madison New Jersey.
She started in the summer teller program at Chemical Bank and has been in the business ever since, working for several years running short term money for different trust companies in Washington DC.
Elizabeth works with the C-Team, taking on organizational and administrative needs for the team along with other supportive duties. She loves to work with teams, making sure tasks are done in a timely manner while supporting one another.
Elizabeth’s favorite team are the Mets (only to make her mother happy she says). She enjoys needlepoint, drawing, painting, spending time with her family, reading and going to the movies.
Fun Fact about Elizabeth, she was part of a student exchange that sent their art to Communist China under Mao.
Human Resources Coordinator
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.
As a Client Service Associate, Carly assists the International Team of Financial Advisors by keeping them organized so they can better serve their international clients. She has a BA in religious studies from the New College in Florida, and studied in Japan for a year. She is passionate about helping both coworkers and clients.
When she’s not working, she likes to sing and make clothes.
Ranbir Sandhu supports our international team and helps with operational tasks throughout the office. Some facets of his job include organizing detailed records of client accounts, account openings and the funding process.
He has a bachelor’s degree in Environmental Science and is certified in greenhouse management.
Ranbir has only ever met one person with the same first name. This isn’t much of a mystery, since there are only 436 people in the entire United States named Ranbir, according to mynamestats.com.
When he’s not working, he enjoys painting, playing basketball and grilling.
Paraplanner
Rachel first became affiliated with Global Advisor Group in June of 2021 where she began as a summer intern. She quickly found her niche within the company and got hired as a part-time paraplanner right after her summer internship ended. Rachel also attends University of Maryland Global Campus and is majoring in finance with a minor in personal financial planning, which is a CFP® Board Registered Program. Her expected graduation is Summer 2022.
Rachel is well-versed in a range of support roles, but specializes in retirement planning through our eMoney program. She obtained her eMoney certification in summer of 2020 through a virtual internship with the Financial Planning Association. Rachel particularly enjoys collaborating with the client and their financial advisor to create a personalized financial plan suited to the client’s needs.
In her free time Rachel enjoys listening to audiobooks, true crime podcasts, watching movies with her friends and family.
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
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. Haben enjoys meeting new people and developing new relationships with exciting individuals, as well as learning new things. Haben is always willing to learn something new and take advantage of the experiences she will gain from the opportunities she can have.
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.
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
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