Skot Jones

Skot Jones is an International Investment Advisor at Cross Border Wealth, providing customized investment planning and wealth management solutions for the unique needs of U.S. residents with foreign pensions.

Skot has acquired the Series 7 and 66 licenses from the Financial Industry Regulatory Authority (FINRA) and his background encompasses corporate and non-profit roles, from financial planning at Prudential, wealth management advisory with Northwestern Mutual to an administrative function at the Carnegie Museums of Pittsburgh.

Based in the firm’s Pittsburgh, United States office, Eric specializes in:
•    U.K. pension management for U.S. residents
•    Research and recovery of lost U.K. pension 
•    Expert strategies for PCLS, LTA and IHT
•    Guidance on U.S.-U.K. taxation complexities

Outside of work, Skot is a published poet, musician and outdoorsman.