Global Brokerage Services, Inc.

William Sweigart is a financial advisor with Global Brokerage Services, Inc., holding a Series 66 designation and over 31 years of industry experience. He has been with Global Brokerage Services since 1994 and is also a partner at Johnson & Sweigart, where he provides accounting and tax preparation services for individuals and small businesses. Additionally, he serves as Vice President of Universal Asset Management, Inc., overseeing affiliated companies. Global Brokerage Services, Inc. provides wrap-fee advisory programs and portfolio management primarily for individual clients, including high-net-worth individuals, as well as retirement accounts, trusts, and employee benefit plans. The firm also serves a diverse institutional and governmental client base and manages approximately $137 million on a non-discretionary basis, delivering advice through documented risk-tolerance questionnaires and client-selected asset allocations.

Thomas Johnson is a financial advisor at Global Brokerage Services, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global Brokerage Services since 1994. In addition to his advisory work, Johnson provides accounting and tax preparation services for individual and business clients through a separate practice. Global Brokerage Services, Inc. offers wrap-fee advisory programs and portfolio management primarily for individual clients, including high-net-worth individuals, as well as retirement accounts, trusts, and employee benefit plans. The firm serves a diverse client base that includes institutional and governmental entities and manages approximately $137 million on a non-discretionary basis.

Jessica Davis is a Series 66-licensed advisor with Global Brokerage Services, Inc. She has no prior industry experience and has been a homemaker since 2016. Global Brokerage Services, Inc. offers wrap-fee advisory programs and portfolio management primarily for individual clients, including high-net-worth individuals, as well as retirement accounts, trusts, and employee benefit plans. The firm serves a notably broad range of institutional and governmental clients and manages approximately $137 million across about 386 client relationships, delivering advice through a documented risk-tolerance process and client-selected asset allocations.

Andrew Adler is a financial advisor at Global Brokerage Services, Inc. in Barrington, IL, holding a Series 66 designation with 25 years of industry experience. He has been with Global Brokerage Services since 2000. Outside of his advisory role, Adler is an independent insurance agent specializing in non-variable life insurance, annuities, and disability products, and he also provides bookkeeping and accounting services. Global Brokerage Services, Inc. offers wrap-fee advisory programs and portfolio management primarily for individual clients, including high-net-worth individuals, as well as retirement accounts, trusts, and employee benefit plans. The firm serves a diverse client base that includes institutional and governmental entities and manages approximately $137 million on a non-discretionary basis.

Jerry Murphy is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Global Brokerage Services, Inc. since 1996 and also operates JDM Financial & Investments, where he provides income tax preparation, tax planning, and comprehensive financial planning. Murphy served on the faculty at Prince George's Community College for 22 years. Global Brokerage Services, Inc. offers wrap-fee advisory programs and portfolio management primarily for individual clients, including high-net-worth individuals, as well as trusts, retirement accounts, and employee benefit plans. The firm also serves a diverse institutional and governmental client base and manages approximately $137 million on a non-discretionary basis.

David Heiges is a financial advisor with Global Brokerage Services, Inc. in Gettysburg, PA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Global Brokerage Services since 1996. Outside of his advisory role, Heiges works as an independent insurance agent specializing in life and disability insurance sales and provides federal, state, and local income tax preparation services. Global Brokerage Services, Inc. offers wrap-fee advisory programs and portfolio management primarily for individual clients, including high-net-worth individuals, as well as retirement accounts, trusts, and employee benefit plans. The firm serves a diverse client base that includes institutional and governmental entities and manages approximately $137 million on a non-discretionary basis across about 386 client relationships.