ASSOCIATE DIRECTOR, CLIENT ADVISORY

Hugo Souza

Hugo is an Associate Director within the Client Advisory Group and works closely with the firm’s Directors to implement integrated wealth management solutions for clients. He has a strong desire for his clients to receive the highest level of attention by establishing a deep and valued relationship with them.

ASSOCIATE DIRECTOR, CLIENT ADVISORY

Hugo Souza

HISTORY

Prior to joining TwinFocus, Hugo spent nine years in Cleveland. Hugo started his career in financial planning at Morgan Stanley. From there, he transitioned to an advisory boutique as the Manager of Deferred Compensation business unit where he guided his clients on reaching their long-term financial goals by providing holistic wealth management solutions.

EDUCATION

Hugo earned his Bachelor of Arts in Political Science from the University of New Hampshire where he was a first team All-Conference safety on the football team. He holds his Series 7 and Series 66. He is currently pursuing his Certified Financial Planning designation.

OUTSIDE THE OFFICE

Outside of work, Hugo enjoys exercising, running, and snowboarding. He is an avid Boston sports fan, particularly the Patriots. He enjoys traveling and spending time with his family and two boys.