Updated_Juliano de Souza

Juliano de Souza

Managing Director | Financial Advisor

[email protected]

Juliano de Souza is a Managing Director, Financial Advisor, and a member of StoneX Wealth Management’s International Private Client Group.

Juliano has a degree in Engineering from Pontifícia Universidade Católica do Rio de Janeiro (PUC-RJ), and for over 18 years has acquired in-depth experience in the investment advisory, banking, and securities brokerage businesses.

He has held several key and strategic positions, such as personally building and managing a $550M client portfolio and co-managing a $1bn portfolio; establishing company presence, operations and client base in Miami and New York; and growing the portfolio of Brazilian clients at UBS in the Bahamas over 3 years.

Juliano is a friendly, genuine, and sociable person who easily connects with others and takes an active, long-term interest in clients’ lives.

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