Clarence Souza
Clarence joined Merrill Lynch Wealth Management in 2013. With more than 25 years of industry experience he specializes in providing tailored strategies for diverse clientele who want to protect their future while still living their best life today.
Clarence's approach is rooted in building strong, lasting relationships that help enrich the lives of his clients and their families. By leveraging Merrill’s extensive resources, he provides personalized solutions designed to support clients at every stage of their financial journey. He also works closely with attorneys, accountants and other advisors to coordinate each client's financial and legacy plans.
As a Sonoma County native, Clarence stays very active in the community and local schools. In his spare time, he enjoys traveling, golfing and hiking with his family. He lives in Windsor with his wife Laura, and their 2 children, Jackson and Harriet.
Clarence holds the CERTIFIED FINANCIAL PLANNER® certification. He received his bachelor’s degree in Economics from UC San Diego and his MBA in Financial and Tax Planning from San Diego State University. Clarence does not provide tax advice in his current role with Merrill.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
