Jaimie L. Sousa, CFP®

Wealth Management Advisor

“We help prioritize your concerns and design a plan that we can re-examine on a regular basis allowing you to be confident that you’re always on track.” – Jaimie L. Sousa

  • Bachelor of Science in business management, Bridgewater State University, 2009
  • Plymouth Leadership Academy, 2013
  • Certified Financial Planner professional

Jaimie began her career in the financial services industry in 2004. She earned a depth of knowledge from years of building personal and financial relationships with individuals and businesses both here in New Hampshire and where she grew up in Massachusetts and Rhode Island. Jaimie is very active in local non-profits serving as board President of the Greater Lakes Region Children’s Auction. She also serves as an incorporator for the Belknap EDC. Jaimie is a Laconia resident and can often be found hiking the local trails on the weekends.

Email Jaimie

Check the background of investment professionals on FINRA’s BrokerCheck.