Richard Richie De Souza
About
Richard Richie De Souza is from Greater Minneapolis-St. Paul Area. Richard works in the following industries: "Financial Services". Richard is currently Financial Advisor at Merrill Lynch Wealth Management. In Richard's previous role as a Financial Advisor at Morgan Stanley, Richard worked in until Oct 2019. Prior to joining Morgan Stanley, Richard was a Brokerage Associate at Wells Fargo Bank and held the position of Brokerage Associate. Prior to that, Richard was a Service Manager at Wells Fargo Bank from Dec 2010 to Aug 2011.
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Richard Richie De Souza's current jobs
● I take the time to understand what is most important to you and your family, then provide assistance to organize and prioritize your financial goals. ● Together we develop an individualized and comprehensive financial strategy along with a processes to efficiently help accomplish your goals. ● I implement strategies based on my 10 years of financial and cash management experience to help you stay on track with your financial goals. ● I strive to preserve and grow your wealth by providing risk mitigation strategies, and access to investment strategies which are appropriate for you.