D'Souza Private Wealth Management

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.



Advisors

Advisor photo for Joss D'Souza

Joss D'Souza

MBA

Private Wealth Advisor

Managing Director
Visit Joss D'Souza's website
Advisor photo for Daphne D'Souza

Daphne D'Souza

MBA, APMA®

Financial Advisor

Visit Daphne D'Souza's website


Team

Sheri Davis

Sheri Davis

Lead Client Service Associate,

Practice Manager
Christina Meyer

Christina Meyer

Registered Practice Associate

Muhamed Mehmedovic

Muhamed Mehmedovic

Client Service Specialist