Lewis Ringham
Senior Investment Advisor Representative
- Role
- Investment Advisor Representative at Blacktower Financial Management Us Llc
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Lewis Ringham
Client first fiduciary holistic financial advice for individuals that are resident in the…
Experience
Investment Advisor Representative
Blacktower Financial Management Us Llc
May 2023 — Present · Naples, FL, US
Blacktower US has a team of experienced financial planning professionals that provide independent and personalized financial advice to international professionals and global investors across the USA. We understand the local hurdles that expats need to overcome and have knowledge of how to use your international status to devise a path to guide you towards your investment goals. Areas of focus: Holistic Financial Planning401(k) Rollovers and IRA ManagementEstate planning (excluded property trust, etc.)UK pension analysisDefined Benefit / Final Salary /\"Gold-Plated\" Pensions / DBDefined Contribution Pensions / DCPension transfers and frozen pension release -(International SIPP)International Retirement PlanningTax Efficient InvestmentsUS Insurance ProductsIndependent Advice
Skills
- Asset Managment
- Qrops
- Strategic Financial Planning
- Wealth Management
- Financial Planning
- Financial Analysis
- Strategic Planning
- Financial Planners
- Pensions
- Savings
- Risk Management
- Financial Modeling
- Portfolio Management
- Financial Advisory
- Investments
- Asset Management
- Wealth Management Services
- Retirement Planning
- Insurance
- Financial Services
- Finance
- Valuation
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