Elizabeth Souza

Elizabeth Souza

Vice President & Financial Consultant
Services Offered: Financial Consulting
 
Location: West Wareham, MA
Phone: 781.982.6270
Email: Elizabeth

Elizabeth Souza is Vice President and Financial Consultant and has been with RT Investment Services since 2014. She is responsible for evaluating client needs and goals to develop customized, long-term solutions to help build and protect their wealth.

Liz has worked in the financial services industry since 1989. Prior to joining Rockland Trust, Liz was a Financial Consultant with Santander Investment Services/Sovereign Bank. She holds FINRA Series 7, 6, 63, and 65 registrations with LPL Financial and a Massachusetts Life, Accident and Health License. Liz is also a Notary Public in Massachusetts.

Liz resides in Dartmouth.