25 Years of Independence.
And We’re Just Getting Started.
For 25 years, Sowell Management has helped advisors build the businesses they envision. Explore the defining moments, people and partnerships that shaped our journey—and discover what each milestone made possible for advisors then, today and in the years ahead.
Twenty-five years ago, Sowell Management started with an idea about what financial advisor independence could look like.
By 2004, Sowell Management was only a few years old, but an important idea was already taking shape: financial advisor flexibility meant independence should come with choices.
By 2005, Sowell Management was beginning to see something important take shape: financial advisor partnerships built on trust and lasting relationships.