Jaimie Sousa

About Jaimie Sousa

As a Senior Wealth Advisor at Focus Partners, Jaimie consults with high-net-worth individuals, business owners, and their families to provide comprehensive financial planning. With more than 15 years of experience, Jaimie enjoys building long-term relationships with her clients and their families to provide the most appropriate guidance for each unique situation. She excels at integrating the key aspects of planning, including long-term cash flows, retirement planning, estate planning, risk management, portfolio management, and tax considerations. Jaimie appreciates that business owners have special considerations for their retirement planning and enjoys establishing the right team of professionals to prepare for the eventual transition of their ownership interest to ensure that her clients have confidence that the transition plan will successfully fund their personal goals post-transition. Jaimie earned her Bachelor of Science in Management from Bridgewater State University. She holds professional designations as a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor. In 2022, 2023, and 2024, Jaimie received the Best Financial Advisor/Planner, Silver Award presented by the Best of the Lakes Region Awards. She was also recognized with the Young Professional Award in the 2020 Community Heroes Awards by the Lakes Region Chamber of Commerce. Jaimie has more than a decade of experience in nonprofit board leadership. She previously served as the Chair of the Board for the Greater Lakes Region Children\'s Auction and has since moved on to support the organization by leading the all-volunteer technology committee. The Children’s Auction most recently raised more than in 2024 to be distributed to more than 60 non-profit organizations committed to helping children in need in the Lakes Region. Jaimie also serves as an Incorporator for the Belknap Economic Development Council. In the past, she was an ambassador for the Lakes Region Chamber of Commerce; founding member and former President of the Lakes Region Young Professionals board of directors, then known as Fusion; board member for the Franklin Opera House; and a volunteer with SCORE. Living in the Lakes Region, Jaimie enjoys exploring the lakes and mountains that make it an iconic tourist destination. She also enjoys spending time with friends exploring local restaurants and shops and taking in live music, especially at the outdoor pavilion in Gilford.

Experience

1. Senior Wealth Advisor

   Focus Partners

   Sep 2022 — Present · Concord, NH, US

   Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.The Colony Group rebranded to Focus Partners Wealth in January 2025.

Education

• Bridgewater State University

  Bachelor of Science (B.S.)

Skills

• Community Connector
• Tactical Management
• Needs Analysis
• Community Banking
• Marketing Strategy
• Loans
• Process Management
• Financial Analysis
• Investments
• Registered Representative
• Asset Allocation
• Banking
• Project Planning
• Team Leadership
• Finance
• Business Development
• Wealth Preservation Planning
• Wealth Management
• Project Management
• Problem Solving
• Market Research
• Financial Planning
• Strategic Planning
• Series 7
• 401(K)
• Iras
• Asset Managment
• New Business Development
• Marketing Communications
• Customer Service
• Solution Implementation
• Community Leader
• Marketing
• Strategic Financial Planning
• Business Analysis
• Investment Advisor Representative
• Investment Management
• Public Relations
• Retirement Planning
• Securities