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Strategic Advisory

I spent 14 years
inside the machine.
Now I help you
navigate it.

I spent years inside investment banking building business on the alternative investments side — navigating different markets, working across teams, and understanding clients from every angle. Then moved into private banking and spent a year deep in wealth management. That combination of seeing how capital moves, how businesses are built, and how people make decisions with money — that's what I bring to every founder I work with.

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18 Years in
Global Finance
14 Years at
JPMorgan
3 Continents
of Experience
Wilma Ramony de Souza
Background
JPMorgan · Executive Director Investment & Private Banking 3 Continents 18 Years in Finance Featured · Chief Women Leaders of Florida 2026
Wilma Ramony de Souza

About

I know what it
costs to build.
I've paid it.

I spent years inside investment banking building business on the alternative investments side — navigating markets, working across multiple teams, and learning how to understand a client from every angle. Not just what they asked for. What they actually needed.

Then I moved into private banking and spent a year deep in wealth management — a completely different world, same discipline. That combination is rare. And it's exactly what I bring to the founders and business owners I work with today.

I grew up in northeastern Brazil and left home at 15 to study English in the US — alone, in a foreign country, figuring things out before most people had even started. That set the pace for everything that followed. I moved to São Paulo, got into one of the country's top universities at 16, and started my first job two years later.

At 24, I joined JPMorgan. Over the next 14 years — São Paulo, New York, London — I built businesses in markets people said couldn't be built.

"I know how investors think. I know what makes them say no before you finish your sentence. I know how to read a financial model and find what the numbers are hiding."

In November 2024, I walked out. No plan. Six months of traveling, sitting in silence, learning to feel again. And then — I built something of my own.

Today I work directly with founders, startups, and business owners who are ready to do the real work. Not the version they pitch. The real one. I ask the questions no one else is asking — and I stay in it until we find the answers.

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Services

Four ways I work
with you. All real.

I don't do packages. I don't do templates. I sit with your specific business, your specific problem, and I tell you what I actually see — not what you want to hear.

01
The Foundation
Business & Financial Analysis

Most people don't know what their business actually looks like from the outside. They're too close to it. I'm not. I go in, read the numbers without sentiment, and give you an honest picture of where you really stand — before you scale, raise, or make a move you can't take back.

02
Bulletproof
Access to Investor Capital & VC Due Diligence

I've been in the rooms where investors say yes. I've also been in the ones where they say no before you finish your sentence. The difference is almost never the idea — it's the preparation. I get you ready for the questions they're going to ask, and connect you with the right people when you are.

03
The Leap
Business Strategy & Market Expansion

I built businesses in markets people said couldn't be built — Latin America, cross-border, inside institutions that didn't have a roadmap for it. I know what a real expansion looks like. And I know what a wishful one looks like. If you're ready to grow, let's make sure you're ready to land.

04
The Untangle
Problem Identification & Solutions Planning

Sometimes you know something is off but you can't name it. Revenue flat. Team off. Growth stalled. You've tried everything and nothing sticks. That's the hardest kind of problem — because the symptom isn't the problem. I sit with you in it. I ask the uncomfortable questions. And we find what's actually true.

How It Works

No long onboarding.
We start where
you actually are.

01
We Talk

You tell me what's happening. I listen — and then I ask the questions that make you think. The ones no one has asked yet.

02
I Look Honestly

I look at your business the way an investor or an institution would. Not the version you pitch — the real one. And I tell you what I see.

03
We Build a Path

Not a generic framework. A specific plan for your business, your resources, and what you can actually execute right now.

04
I Stay In It

I don't hand you a report and disappear. I stay close — because the work doesn't end when the plan does.

"I'm not going to give you a framework. I'm going to sit with you in the mess — and help you find what's actually true."

— Wilma Ramony de Souza

Most advisors have studied what you're going through. I've lived it — on both sides. I know what it feels like to stand in a room and have to prove yourself before anyone has heard a word you've said. And I know what it feels like to walk away from everything that looked like success — and start over from zero. That's not a weakness. That's the thing that makes me useful to you.

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Ready?

The hard questions
are the ones that
change everything.

You already have more than you think. Sometimes you just need someone to sit across from you and ask what no one else has been willing to ask. That's where we start.

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My Personal Story

Get In Touch

Tell me
what's actually
happening.

Not the polished version. The real one. Tell me where you are, what's not working, and what you're trying to build. I'll tell you honestly if and how I can help.

Emailwilma@wrsstrategic.com
WorksGlobally
LinkedInlinkedin.com/in/wilmardesouza
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