Broker Check
Hugo  Souza

Hugo Souza

Financial Advisor

Hugo joined Peak Wealth Solutions in February, 2021 as a Financial Advisor. Prior to joining Peak Wealth he was the Manager of Deferred Compensation at a local firm helping Cleveland area first responders achieve their retirement goals.

Hugo believes the foundation of a successful client/advisor relationship is built on mutual trust which is earned through open communication, education and responsiveness. “Helping clients determine what is most important to them, developing a long term plan, then seeing the plan come to fruition is what drives my passion everyday”.

Hugo graduated and played football for the University of New Hampshire. He started his career in 2012 at Morgan Stanley where he obtained his FINRA Series 7, Series 66, and Ohio Life and Health registration. He is actively pursuing the CFP® designation. Hugo is originally from Boston and is an avid Boston Sports Fan. He enjoys staying active, spending time with his family, and coaching his 2 boys in baseball.