David Sousa Email & Phone Number
Financial Advisor @ Bay Financial Associates LLC
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David Sousa Location
- Boston, MA, US
David Sousa Work
- Financial Advisor @ (March 2026 - Present)
- Registered Investment Advisor @ Sousa Financial (June 2000 - March 2026)
- Financial Advisor @ Osaic (May 1999 - March 2026)
- Registered Representative @ (June 1994 - May 1999)
- Insurance Agent @ (June 1992 - May 1999)
David Sousa Education
- Northeastern University
(Civil Engineering)
1987-1991 - University of New Hampshire
(Pre-Physical Therapy Studies)
1984-1985 - Westfield State University
Bachelor of Arts (B.A.) (Liberal Arts, General Studies and Humanities)
1978-1982 - Wilmington High School, Wilmington, MA 1974-1978
David Sousa Skills
- Estate Planning
- Financial Advisory
- Investment Strategies
- Investments
- Finance
- Retirement
- Investment Advisory
- Insurance
- Financial Services
- Wealth Management
David Sousa Summary
- David Sousa, based in Boston, MA, US, is currently a Financial Advisor at Bay Financial Associates LLC. David Sousa brings experience from previous roles at Sousa Financial, Osaic, NYLIFE Securities LLC and New York Life Insurance Company. David Sousa holds a 1987 - 1991 Northeastern University. With a robust skill set that includes Estate Planning, Financial Advisory, Investment Strategies, Investments, Finance and more. David Sousa has 2 emails and 2 mobile phone numbers on RocketReach.
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