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Meet our financial planning team 

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Hugo Souza

Financial Consultant

Hugo is our newest Financial Consultant, and is also heading up our Deferred Compensation Division.  Current and prospective clients may meet with him to set up their deferred compensation plans and discuss their overall financial affairs.  He also establishes ongoing communication and meetings with city departments to provide continued education and support. Our Deferred Comp plans are being actively marketed by Hugo to new municipalities in the Greater Cleveland area.

Hugo graduated and played football for the University of New Hampshire. He started his career at Morgan Stanley where he obtained his Series 7 and 66. Hugo is originally from Massachusetts and is an avid Boston Sports Fan. He enjoys golfing, traveling, exercising, and more importantly, spending time with his wife and two boys.




Hugo  Souza