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.