Broker Check



Carolyn A McClinton

Investment Advisor Representative



Carolyn’s Business Philosophy: I am enthusiastic about working with people and small business owners who have financial goals and want to develop a partnership with me to reach those goals. I believe one of my purposes is to be...

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Joyce L. Kelley

Marketing Advisor


Joyce is an Investment Adviser Representative with Global View Capital Management and Global View Capital Insurance. She services businesses and individuals in multiple states with investment solutions & insurance needs. As a Marketing...

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Jimmie Banks

Insurance Agent


Jimmie is a Life Insurance Agent with Global View Capital. He is currently preparing to become licensed as an Investment Adviser Representative (IAR). He is a graduate of the University of Florida and has been an Educator in public...

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Dina Fliss

President & Chief Investment Strategist

Ms. Fliss is directly responsible for the portfolio construction of Global View Tactical Asset Allocation Portfolios ("GTAC") & the Tactical Asset Allocation Fund, GPS model portfolios, Tactical Hard Asset, Tactical Emerging Markets,...
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Dean Fliss

President of Global View Capital Advisors & Insurance

As one of the finest mentors and coaches on business building, Dean has been instrumental in developing leaders and advisors into high performance entrepreneurs for over 30 years. His business development systems have been used by...
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Dave Morton

Director of Research & Portfolio Manager

Mr. Morton is directly responsible for the portfolio construction of Globalview Tactical Asset Allocation Portfolios ("GTAC") and the Tactical Asset Allocation Fund. He is also directly responsible for the portfolio construction of the...
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