Having spent 10 years working for a listed brokerage in Abu Dhabi, Lewis has vast experience of the international financial services industry. Specialising in pension transfer advice for UK nationals now residing in the USA, Lewis provides individuals with all aspects of financial planning.
Having studied Business Management at the Webber International University in Florida, Lewis went on to gain his Chartered Institute of Securities & Investments Level 2 as well as passing the Uniform Investment Adviser Law Exam.
Investing involves risk including the loss of principal. No guarantees of investment performance are offered. Your account values will fluctuate and there will be periods experience involving negative returns. Investing requires a long term time horizon.
All the advice provided by Skybound Wealth Management LLC is provided through a registered investment adviser with clear and transparent charging structures, full disclosure and a variety of service level agreements to suit your individual circumstances. Reference to a registered investment adviser does not imply a certain level of skill or training.
Skybound Wealth Management LLC is part of the Skybound Wealth Management Group, for all Group regulatory details please visit our regulations page.