Skybound Wealth USA

Benjamin Hadley is a financial advisor at Skybound Wealth USA with 10 years of industry experience. He holds a Series 65 designation and previously worked at Brite Advisors USA, Inc. from 2014 to 2024 before joining Skybound Wealth Management USA, LLC. Skybound Wealth USA serves individual clients, including both non-high-net-worth and high-net-worth individuals, providing wealth management, financial planning, and investment management services. The firm offers specialized expertise in U.K. pension asset transfers and management, utilizing a financial-planning-led approach implemented through model portfolios, third-party managers, and adviser-specific recommendations.

Kumar Patel is a financial advisor at Skybound Wealth USA with a Series 65 designation and two years of industry experience. Prior to joining Skybound Wealth USA, he worked at nCino and ComplyAdvantage. Skybound Wealth USA provides wealth management, financial planning, and investment management services to both non-high-net-worth and high-net-worth individuals. The firm offers specialized services for U.K. pension transfers and ongoing management, with a financial-planning led approach implemented through model portfolios and adviser-specific recommendations.

Darragh Gallagher is a financial advisor at Skybound Wealth USA with a Series 65 designation and two years of industry experience. He has worked with several firms, including Financial Services Network Ltd, Arlo Group, and Holborn Assets, and has been involved with Skybound Wealth Management entities since 2021. Gallagher also has experience in mortgage solutions and expatriate financial services. Skybound Wealth USA serves both non-high-net-worth and high-net-worth individual clients, providing wealth management, financial planning, and investment management. The firm offers specialized services for U.K. pension transfers and manages most client assets on a non-discretionary basis, requiring client approval for portfolio changes.

Thomas Pewtress is a financial advisor at Skybound Wealth USA with five years of industry experience. He holds a Series 65 credential and has worked at Skybound Wealth Management and affiliated entities since 2018, with prior experience at Beacon Global Advisor Network and deVere Acuma. Skybound Wealth USA advises individual clients, including both non-high-net-worth and high-net-worth individuals, on wealth management, financial planning, and investment management. The firm offers specialized services for U.K. pension assets and employs a financial-planning-led approach typically implemented through model portfolios, third-party managers, and adviser-specific recommendations.

Sam Ling is a financial advisor at Skybound Wealth USA with four years of industry experience. He holds a Series 65 designation and has worked at Skybound Wealth Management USA, LLC since 2021, with prior experience at Beacon Global Advisor Network, MMPI Financial Services, and Allsop Ireland. Skybound Wealth USA serves both non-high-net-worth and high-net-worth individual clients, providing wealth management, financial planning, and investment management. The firm offers specialized services for U.K. pension assets and emphasizes financial-planning-led advice implemented through model portfolios and independent managers, with most assets managed on a non-discretionary basis.

Taylor Condon is a Series 65 licensed advisor at Skybound Wealth USA with experience spanning multiple related firms since 2014. He holds director roles in consulting businesses Altitude and TLC Private Wealth, both outside the investment sector. Skybound Wealth USA provides wealth management, financial planning, and investment management services to both non-high-net-worth and high-net-worth individual clients. The firm emphasizes financial-planning-led advice, often implemented through model portfolios and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Joselyn Pfeil is a financial advisor at Skybound Wealth USA with six years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of her advisory role, she was involved with The Wealth and Wellness Training Company, focusing on wealth and wellness education. Skybound Wealth USA advises both non-high-net-worth and high-net-worth individuals on wealth management, financial planning, and investment management. The firm offers specialized services for U.K. pension assets and emphasizes a financial-planning-led approach, often managing assets on a non-discretionary basis with client approval required for portfolio changes.

Joshua Clancey is a financial advisor at Skybound Wealth USA in Houston, TX, holding a Series 65 designation. He has prior experience with firms including Indigo Financial Analysis & Consultancy, Hansard Global PLC, Causeway, Praemium, and Friends Provident International. Clancey has been with Skybound Wealth since 2026. Skybound Wealth USA advises individual clients on wealth management, financial planning, and investment management, with a specialized service for U.K. pension asset transfers and management. The firm’s approach is financial-planning led and typically implemented through model portfolios and third-party managers, with most assets managed on a non-discretionary basis requiring client approval for portfolio changes.

Jack Lamb is a financial advisor at Skybound Wealth USA with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Brite Advisors USA, Inc. and Devere USA Inc. before joining Skybound Wealth in 2024. Skybound Wealth USA advises both non‑high‑net‑worth and high‑net‑worth individuals on wealth management, financial planning, and investment management, with a specialized service line for U.K. pension asset transfers and management. The firm’s financial-planning led approach typically involves model portfolios and third-party managers, with most assets managed on a non-discretionary basis requiring client approval for portfolio changes.

Carla Smart is a financial advisor at Skybound Wealth USA with two years of industry experience. She holds a Series 65 designation and has been with the Skybound Wealth group since 2013. Skybound Wealth USA advises individual clients, including both non-high-net-worth and high-net-worth individuals, on wealth management, financial planning, and investment management. The firm offers specialized services for U.K. pension asset transfers and ongoing management, combining financial-planning-led advice with model portfolios and third-party managers.