Tom Souza, Financial Advisor located in Wellington, FL

Financial Advisor
Tom Souza

MS, AAMS®
2767 S State Road 7 Ste 202, Wellington, FL 33414opens in a new window
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Focus Areas

  • Corporate Executives
  • Accountants
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Active Lifestyle
  • Traveling
  • Wine Collecting/Enthusiast

Team Members

  • Adriana Vasquez
    Sr. Branch Office Administrator
  • Nicole Gregory
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(561) 865-8160

Fax

(877) 904-5582

Office Address

2767 S State Road 7 Ste 202
Wellington, FL 33414opens in a new window

Mailing address

P O Box 6059
Delray Beach, FL 33482

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