Global Trust Asset Management, LLC
Financial ServicesView the employees at
Global Trust Asset Management, LLC-
Thomas Holt CPA, PFS, CGMA President at Global Trust
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Top 10%
P. Jill Ashley Juris Doctor Candidate | Class of 2024 | Stetson University College of Law | Business Law Concentration | Tax Law Society, VP-
United States
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Top 5%
Jay L. Marmer Managing Director at Global Trust Asset Management, LLC-
Palm Beach Gardens
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Top 1%
Ryan Michael Shore, CPA, CFP® Certified Public Accountant, Certified Financial Planner-
West Palm Beach, Florida, United States
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Rising Star
Overview
Global Trust Asset Management, LLC is an independent Registered Investment Advisor with a heritage of experience providing disciplined financial planning, investment management, and tax and estate solutions for multi-generational clients. FINANCIAL PLANNING We develop individualized plans to help you reach your goals as well as manage life's transitions. WEALTH MANAGEMENT We offer a wide array of wealth management services to meet your objectives. Whether you are looking to fund a college education or purchase a second home, we provide the insight and the resources to design, integrate and execute your financial plan and portfolio. INVESTMENT MANAGEMENT We take an analytical approach to investing to help minimize exposure and maximize opportunity. ESTATE STRATEGIES We help preserve, grow and manage your wealth now and into the future. TRUSTEE SERVICES We can help you interpret and execute the terms of a trust as well as manage the assets. We also can offer advice on trustee selection and provide trust accounting services.
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