Global View Advisors

Meet Anne Coe! Anne, FPQP®, is a Paraplanner at Global View, working alongside our Advisors. Her FPQP® designation reflects a strong foundation in financial planning with focuses in retirement, investments, insurance, and estate planning. We're glad she's a part of our team.

Our loyalty is simple and transparent; We are 100% fee-only. We don’t accept commissions, referral fees, or compensation from anyone other than our clients. That means no hidden agendas and no pressure to sell. Our advice is built around only your best interests.

2026 is almost here! Our office will close at 1:00 PM on December 31 and remain closed on January 1 and 2 as our team takes time to recharge and prepare for the year ahead. We’ll return refreshed and ready to serve you. Wishing you a happy and prosperous New Year!

Merry Christmas and happy holidays from all of us at Global View! Our office will be closed from December 24 through December 26 as our team spends time with loved ones. We’ll be back and ready to serve you afterward. Have a peaceful, joyful holiday season.

We’re excited to share that the new Global View website is officially live. We invite you to take a look around. hubs.li/Q03Y7JJY0 Thank you @waypost_mktg for the new design!

To navigate today’s uncertain markets, you need a global view. We’ve guided clients through countless market cycles, learning from every one of them. That experience helps us keep you steady and confident, even when the world feels uncertain.

Money worries can keep you up at night. We get it. Global View can help you find answers to the questions that cause the most stress. We'll be your advocate, sort through the unknowns, and give you a plan you can trust. Once you know where you stand, you can finally rest easy.

Global View was founded in 2004 by the late Ken Moore, whose vision still guides us today. Since Ken’s passing in 2021, we’ve continued his mission to serve clients with transparency and a collaborative approach that reflects the very best of his vision.

Today, we're honoring the men and women who have served our great country. We’re especially proud to recognize our own team member, Shane, who is a veteran, as well as the veterans we’re privileged to serve as clients. Thank you for your sacrifices.

Shane represented the team at the Schwab IMPACT® conference, gaining valuable insights from industry leaders and innovators. From market outlooks to innovative technology, the event provided valuable perspective to help us continue enhancing the way we serve our clients.

No, you're not seeing a ghost. Well... actually, you are. The Global View team is serving all kinds of spooky, silly, and spicy looks today. We're here to remind you that financial planning doesn't have to be scary. We hope everyone has a fun and safe Halloween!

The Global View team had the privilege to sponsor and attend the 2025 Fall Social hosted by Meals on Wheels of Greenville. We had a wonderful time celebrating the 57th anniversary of @MOWGVL with our families and friends.

Joey Hines of Global View, Leah Wilson, Tommy Warren, and David Koystal (not pictured) teach the Financial Readiness Class at Miracle Hill Ministries’ Overcomers and Renewal programs. This class provides adults with financial guidance as they start a new chapter in their lives.

The Global View team was honored to sponsor and attend the Set Free annual banquet here in Greenville, SC. It’s a privilege to support an organization that turns compassion into lasting impact.

Ready to protect what you've built? At Global View Investment Advisors, we believe insurance can be an important part of your financial plan to safeguard your family's future. Contact us for an annual review. #FinancialPlanning #WealthManagement #GlobalView

Greenville, SC—Your financial legacy starts here. Global View Investment Advisors provides clarity and confidence for your retirement and family’s future. Begin your journey with us today. hubs.li/Q03HHjFH0 #GreenvilleSC #FinancialPlanning #GlobalView #WealthManagement

Protect your future this National Preparedness Month by building an emergency fund with 3–6 months of essential expenses. Keep it accessible, separate, and for true emergencies. Start your safety net today. hubs.li/Q03HHjm00 #NationalPreparednessMonth #EmergencyFund

Happy First Day of Fall! As seasons change, review your finances. Like a tree shedding leaves for winter, let go of what no longer benefits you and prepare for the future. We're here to help you turn a new leaf and ensure your portfolio is ready for upcoming seasons. #GlobalView

Legacy is more than wealth—it’s the values and security you leave for your family. Global View Investment Advisors helps you plan for the future with estate and multi-generational wealth strategies. Let’s plan your legacy today. #LegacyPlanning #FamilyFirst #GlobalView

As seasons shift, so should your financial focus. The fall harvest results from spring seeds planted. What financial seeds have you planted? Let's help them grow into a prosperous future. It's a good time for a strategy review. #FinancialPlanning #WealthManagement #GlobalView