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 involving negative returns. Investing requires a long term time horizon.
The advice provided by Skybound Wealth Management USA, LLC is provided through a registered investment adviser tailored to suit your individual circumstances and risk appetite. Registration as an 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.