AeroLeads people directory · profile
Travis J. Sousa, Crc®, Crpc® Email & Phone Number
Wealth Advisor, First VP
at
Citizens Wealth Management
1 work email found
@citizensbank.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor, First VP
Location
New Bedford, Massachusetts, United States
Who is Travis J. Sousa, Crc®, Crpc®? Overview
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Quick answer
Travis J. Sousa, Crc®, Crpc® is listed as Wealth Advisor, First VP at Citizens Wealth Management, based in New Bedford, Massachusetts, United States. AeroLeads shows a work email signal at citizensbank.com and a matched LinkedIn profile for Travis J. Sousa, Crc®, Crpc®.
Travis J. Sousa, Crc®, Crpc® previously worked as Financial Advisor, VP at Citizens and Financial Advisor at Legacy Financial Group. Travis J. Sousa, Crc®, Crpc® holds Bachelors, Finance from University Of Rhode Island - College Of Business.
Company email context
Email format at Citizens Wealth Management
This section adds company-level context without repeating Travis J. Sousa, Crc®, Crpc®'s masked contact details.
*@citizensbank.com
71% confidence
AeroLeads found 1 current-domain work email signal for Travis J. Sousa, Crc®, Crpc®. Compare company email patterns before reaching out.
Profile bio
About Travis J. Sousa, Crc®, Crpc®
I am a Financial Advisor with over 19 years of experience who works with individuals and families during their accumulation, distribution and preservation phases of their financial life cycle. I specialize in retirement, investment, education and insurance planning. I am licensed and registered to conduct business in MA. Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, FL, IA, MD, ME, MI, NC, NH, RI, SC and WA.
Listed skills include Retirement Planning, Strategic Financial Planning, Retirement, Financial Advisory, and 25 others.
Current workplace
Travis J. Sousa, Crc®, Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Citizens Wealth Management
AeroLeads page
4 roles
Travis J. Sousa, Crc®, Crpc® work experience
A career timeline built from the work history available for this profile.
Financial Advisor, Vp
Financial Advisor
Legacy Financial GroupMassMutual Financial Group10 Charles Street, Suite 210Providence, RI 02904
Feb 2009 - Jan 2010
Financial Advisor
Ameriprise Financial Advisors
Garden City Center175 Hillside RoadCranston, RI 02920
May 2005 - Nov 2008
1 education record
Travis J. Sousa, Crc®, Crpc® education
FAQ
Frequently asked questions about Travis J. Sousa, Crc®, Crpc®
Quick answers generated from the profile data available on this page.
What company does Travis J. Sousa, Crc®, Crpc® work for?
Travis J. Sousa, Crc®, Crpc® works for Citizens Wealth Management.
What is Travis J. Sousa, Crc®, Crpc®'s role at Citizens Wealth Management?
Travis J. Sousa, Crc®, Crpc® is listed as Wealth Advisor, First VP at Citizens Wealth Management.
What is Travis J. Sousa, Crc®, Crpc®'s email address?
AeroLeads has found 1 work email signal at @citizensbank.com for Travis J. Sousa, Crc®, Crpc® at Citizens Wealth Management.
Where is Travis J. Sousa, Crc®, Crpc® based?
Travis J. Sousa, Crc®, Crpc® is based in New Bedford, Massachusetts, United States while working with Citizens Wealth Management.
What companies has Travis J. Sousa, Crc®, Crpc® worked for?
Travis J. Sousa, Crc®, Crpc® has worked for Citizens Wealth Management, Citizens, Legacy Financial Group, and Ameriprise Financial Advisors.
How can I contact Travis J. Sousa, Crc®, Crpc®?
You can use AeroLeads to view verified contact signals for Travis J. Sousa, Crc®, Crpc® at Citizens Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Travis J. Sousa, Crc®, Crpc® attend?
Travis J. Sousa, Crc®, Crpc® holds Bachelors, Finance from University Of Rhode Island - College Of Business.
What skills is Travis J. Sousa, Crc®, Crpc® known for?
Travis J. Sousa, Crc®, Crpc® is listed with skills including Retirement Planning, Strategic Financial Planning, Retirement, Financial Advisory, Mutual Funds, Estate Planning, Fixed Annuities, and Life Insurance.
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