Orlando, FL Office

Paul Rhodes is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 credential and four years of industry experience. He has been with Blacktower Financial Management since 2012 and serves as an Associate Director for several Blacktower entities internationally, including roles in Gibraltar and Cyprus, where he advises clients on investment solutions. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis using a variety of investment vehicles and custodial platforms.

Zachary Evans is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Touchstone UK and Devere USA Inc. Outside of his advisory role, no additional business activities are noted. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, standalone financial planning, and retirement-plan consulting.

James Tucker is a financial advisor with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has four years of industry experience, with prior roles at Holborn Assets LLC and Finsbury Associates. Tucker has been with Blacktower since 2020, including its U.S. affiliate since 2022. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the U.S. and U.S.-connected individuals. The firm specializes in pension transfer work and manages client assets predominantly on a non-discretionary basis using various investment vehicles and custodians.

Robert Hoey is a financial advisor at Blacktower Financial Management (US) LLC with four years of industry experience. He holds a Series 65 designation and has worked at Blacktower Financial Management (US) and SJB Global since 2019. He also provides financial planning services internationally through SJB Global SL. Blacktower Financial Management (US) LLC offers financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis using mutual funds, ETFs, equities, fixed income, and third-party managers.

Daniel Lattimer is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has worked at Blacktower since 2022. Prior to this, he was with Aviva for eleven years and is also associated with SJB Global, where he provides financial advice to residents outside the United States. Blacktower Financial Management (US) LLC offers financial planning and investment advisory services primarily to UK expatriates living in the U.S., as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, and individual securities.

Iain Mc Kay is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 credential and five years of industry experience. He previously worked at Abbey Wealth from 2009 to 2020 and is also the owner of Baycrest Wealth, a financial advisory business based in Malaga, Spain. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States and U.S.-connected individuals, with a focus on UK pension transfers and ongoing portfolio management. The firm manages client assets mainly on a non-discretionary basis, utilizing a range of investment vehicles and custodians.