Jeffrey A Souza-RBC Wealth Management Branch Director

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

Erik is a Managing Director and Principal at Robertson Stephens. Together with Julie Steinman, CFP, Brian Post, CFA and Emily Clemens, he works closely with clients portfolio management needs and is committed to providing fully comprehensive wealth management solutions. Over the years Erik has sought to help high-net-worth families, charitable foundations and business owners navigate every corner of wealth preservation and growth.Prior to joining Robertson Stephens, Erik was Senior Vice President Financial Advisor / Senior Portfolio Manager with RBC Wealth Management. For 14 years he was a partner in the KBB Investment Group and and in 2017, 2018 and 2019 was a member of the Chairmans Council. His career in financial services began in 2000 where he spent five years as a Financial Advisor with A.G. Edwards & Sons, Inc.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.