Clarence Souza joined Merrill Lynch Wealth Management in 2013 and has been working in the financial services industry since 1999. He focuses on developing and implementing financial strategies tailored to help meet clients’ unique goals. Clarence follows a disciplined process that begins with first taking the time to get to know each client and the client’s family, their financial situation and what matters most to them. He also works closely with client’s attorneys, accountants and other advisors to help coordinate their financial and legacy approach. Clarence does not provide tax advice in his current role with Merrill.

Clarence holds the CERTIFIED FINANCIAL PLANNER^™ certification. He received his bachelor’s degree in Economics from UC San Diego in 1999 and his MBA in Financial and Tax Planning from San Diego State University in 2004.

He is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing custom managed strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage those strategies on a discretionary basis.

Clarence follows the deep-seated Merrill tradition of participating in the communities we serve. In his spare time, he enjoys traveling and staying active outdoors that includes golfing and hiking with his family.