On the journey...
together.
Our team is committed to your success at every stage. We’ve shown you the “how”; now, meet the “who.”
Freedom starts with
letting go.
There’s no one more committed to your success than our team of guides that support your journey every step of the way. We’ve shown you the “how,” now, here’s the “who.”
Under Bill Sowell’s leadership, our team has empowered financial advisors with true independence since 2001. Bill began his career with a customer-first philosophy in 1990 and was an early pioneer in the fee-based fiduciary space, transitioning to that model in 1995.
Just like true north, our guiding principles never change.
Strength comes from the core, and our values are connected to everything we do. We are committed to building lasting relationships that start with transparency and are sustained with dedicated support.
Core Value #1:
We’re a family. Have each other’s back. Critique in private.
Core Value #2:
Attitude is everything. Don’t be a jerk and don’t suck. Be enthusiastic. Positivity goes both ways.
Core Value #3:
Care about what you do. Passion, desire & drive for excellence. No half-hearted efforts.
Core Value #4:
Do what you say. First time. Every time. Own your commitments.
Core Value #5:
Go above and beyond. Teamwork always wins. Help each other out even when it’s not your job or after 5pm.
Our Team
A company is only as strong as its employees, united by collaboration, a commitment to excellence, and a focus on innovative, efficient ways to serve our clients better.
Meet the Leadership Team
Bill & Cindy Sowell founded Sowell Management in 2001.
Meet the Advisor Services Team
The confluence of Data & Technology, Billing & Accounting, and Operations & Compliance—your foundation for efficiency and growth.
Meet the Advanced Planning Group
Meet the Investment Management Team
Resident expertise in investments, portfolio management, insurance, & financial estate planning.
Sowell OCIO Team
Greg Lai, CFA®
PM, Sr. Director
Portfolio Strategist
Phillip Wool, PhD
PM, Head of Research
Alex Hsiao, MBA
PM, Sr. Director
Investment Consultant
Ben Ashby, MBA
PM, Fixed Income Strategist
Sowell Affinity is a collaborative partnership between Sowell Management and Affinity Investment Advisors, providing day-to-day management and portfolio oversight.
Meet the Growth Consulting Team
Strategic support across marketing, insurance, succession, and acquisitions to drive growth and protect your business.
Meet the Reception Team
Creating welcoming first impressions with attentive service, genuine care, and a touch of four-legged charm.
Social Networking
Has passive investing become a victim of its own success?
Greg Lai, CFA, looks at what the @SpaceX IPO may reveal about index investing, market access, and the future of investing.
Read more:
#PassiveInvesting #IndexInvesting #Investing
It was hot, so Kona Ice was the right call. ☀️🍧
The Sowell team kicked off the season with cold treats and time together before the long weekend.
Sowell will be closed Friday, July 3 in observance of the 4th of July holiday.
#TeamSowell #CheersForPeers #PowerOfUs
AI as a five-layer cake?
Alex Hsiao looks at Jensen Huang’s framework for the AI stack — energy, chips, infrastructure, models and applications — and what it may mean for productivity, jobs and the future of work.
#AI #Nvidia #FutureOfWork