David M. Souza - UBS Financial Services Inc. is a wealth management firm based in Honolulu, HI. With a focus on putting their clients' best interests first, they strive to earn their confidence and trust through integrity, prudence, and accessibility. Their team of financial advocates asks critical questions to understand their clients' needs, priorities, and concerns, providing personalized solutions and guidance.
As a registered broker-dealer and investment adviser, David M. Souza - UBS Financial Services Inc. offers a range of services, including liquidity management, investment advisory, and brokerage services. Backed by the strength of UBS, a global leader in wealth management with a presence in 51 countries and $3.9 trillion in invested assets globally, they provide clients with the expertise and resources needed to navigate financial challenges and seize market opportunities.
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