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Plimoth Investment Advisors Employee Directory

Investment ManagementMassachusetts, United States11-50 Employees

Plimoth Investment Advisors is an investment management firm based in Plymouth, Massachusetts, serving individuals seeking financial security. It emphasizes a team of investment and fiduciary professionals with advanced certifications and experience from major financial institutions. The firm combines disciplined investment practices with a commitment to regular, ongoing communication to build strong client relationships.

In February 2025, Louis Sousa was named president and CEO, succeeding Steven Russo, who became chairman. The organization operates within the investment management industry and relies on fiduciary expertise and ongoing dialogue to meet clients' needs.

Find Plimoth Investment Advisors employees' phone numbers or email addresses

Plimoth Investment Advisors Global Highlights

Location
Employees

North America
33

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  • United States Of America
    33

Plimoth Investment Advisors's Leadership

  • Stylized image of a person
    L. B.
    Lead Operations Specialist
    Phone icon
  • Stylized image of a person
    C. G.
    Administrative Assistant
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  • Stylized image of a person
    J. C.
    Officer
    Phone icon
  • Stylized image of a person
    P. M.
    Investment Officer
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  • Stylized image of a person
    R. V.
    Operations Specialist
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  • Stylized image of a person
    S. S.
    Business Consultant
    Phone icon

Plimoth Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Entrepreneurship
  • Accounting
  • Other

Contact profiles from Plimoth Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. B.
    Lead Operations Specialist
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    C. G.
    Administrative Assistant
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. C.
    Officer
    Phone icon
    Apr 26, 2023
  • Stylized image of a person
    P. M.
    Investment Officer
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    R. V.
    Operations Specialist
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. S.
    Business Consultant
    Phone icon
    Jul 27, 2024

Frequently Asked Questions

What is Plimoth Investment Advisors known for?

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Plimoth Investment Advisors operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Plimoth Investment Advisors's company overview page for more information.

What is Plimoth Investment Advisors's most common email format?

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Plimoth Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Plimoth Investment Advisors email formats with LeadIQ.

How many employees does Plimoth Investment Advisors have currently?

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Plimoth Investment Advisors has approximately 17 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Plimoth Investment Advisors's key employees and leadership?

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As of July 2026, Plimoth Investment Advisors's key employees include:

  • Lead Operations Specialist: L. B.
  • Administrative Assistant: C. G.
  • Officer: J. C.
  • Investment Officer: P. M.
  • Operations Specialist: R. V.

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