ABOUT SOWELL MANAGEMENT
THERE FOR THE JOURNEY

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Twenty-two years ago Bill Sowell started a journey to create a pathway of freedom for advisors. Committed to providing true independence for financial advisors, he founded a Registered Investment Advisory firm to become the advisor to advisors

The fiduciary, customer-first philosophy he embraced in 2001 is now the “best interest” standard mandated by the SEC. 

years ago Bill Sowell started a journey to create a pathway of freedom for advisors. Committed to providing true independence for financial advisors, he founded a Registered Investment Advisory firm to become the advisor to advisors. The fiduciary, customer-first philosophy he embraced in 2001 is now the “best interest” standard mandated by the SEC.

Just like true north, our guiding principles never change.

Strength comes from the core, and our core values are connected to everything we do. We are committed to building lasting relationships that start with transparency and are sustained with support.​

CORE VALUE #1

RELATIONSHIP RULE

We’re a family. Have each other’s back. Critique in private.

CORE VALUE #2

MINDSET MATTERS

Attitude is everything. Don’t be a jerk and don’t suck. Be enthusiastic. Positivity goes both ways.

CORE VALUE #3

PASSION PROSPERS

Care about what you do. Passion, desire & drive for excellence. No half-hearted efforts.

CORE VALUE #4

COMMITMENTS COUNT

Do what you say. First time. Every time. Own your commitments.

CORE VALUE #5

TEAMWORK TRIUMPHS

Go above and beyond. Teamwork always wins. Help each other out even when it’s not your job or after 5pm.

Sowell Management's High Five Core Values for working with financial advisors.
Relationships

Relationships Rule

We’re a family HAVE EACH OTHER’S BACK · CRITIQUE IN PRIVATE
Mindset

Mindset Matters

Attitude is everything DON’T BE A JERK & DON’T SUCK · BE ENTHUSIASTIC · POSITIVITY GOES BOTH WAYS
Passion

Passion Prospers

Care about what you do PASSION, DESIRE & DRIVE · FOR EXCELLENCE · NO HALF-HEARTED EFFORTS
Commitment

Commitments Count

Do what you say FIRST TIME, EVERY TIME · OWN YOUR COMMITMENTS
Teamwork

Teamwork Triumphs

Go above and beyond TEAMWORK ALWAYS WINS · HELP EACH OTHER OUT EVEN WHEN IT’S NOT YOUR JOB OR AFTER 5PM

Meet Our Team

To “walk the walk” as they say, it takes dedicated people. A company is only as strong as its employees, and it only accomplishes its mission through teamwork and a commitment to excellence. A truly successful firm needs people who strive for innovative ways to work more effectively and efficiently. The staff of Sowell Management is committed to providing our clients with superior service.

Daryl Seaton

PRESIDENT

Jason Inglis

CHIEF REVENUE OFFICER

Chuck Hicks

CHIEF CUSTOMER OFFICER

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Cindy Sowell

EXECUTIVE VICE PRESIDENT

Rod Kresge

Rod Kresge

CHIEF COMPLIANCE OFFICER

Erin Taylor

MANAGING DIRECTOR OF MARKETING & COMMUNICATIONS

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Maggie Junior

DIRECTOR OF ADVISOR SOLUTIONS & TRAINING

Gary Taylor

MANAGING DIRECTOR OF DATA & TECHNOLOGY

Carl Irco headshot

Carl Irico, CFP®

DIRECTOR, TREK WEALTH SOLUTIONS

Abby Sowell

Abby Sowell

TRANSITIONS & SOLUTIONS CONSULTANT

Amy Hill

Amy Hill

SOLUTIONS CONSULTANT

Andrea Barber

Andrea Barber

SOLUTIONS CONSULTANT

Andrea Gilstrap

Andrea Gilstrap

COMPLIANCE ANALYST

Bob Taylor, AAMS® AIF®

SR. PORTFOLIO MANAGER, TREK WEALTH

Connie Barron

ACCOUNT SPECIALIST, TREK WEALTH SOLUTIONS

Donna Olivarri

Donna Olivarri

EXECUTIVE ASSISTANT

Evan Sowell

Evan Sowell

DIRECTOR OF BUSINESS DEVELOPMENT

Jordan Long

Jordan Long

FINANCIAL ADVISOR, TREK WEALTH

Laura McCabe

Laura McCabe

BRAND MANAGER

Linda Miller

Linda Miller

BILLING SPECIALIST/CORPORATE ACCOUNTANT

Luke Coop

Luke Coop

TRADING SPECIALIST

Melanie Iannazzo

CLIENT SOLUTIONS CONSULTANT, TREK WEALTH

Noah Holtz

TECHNOLOGY ADMINISTRATOR

Patrick Jones

CREATIVE DIRECTOR

Robert Geary

CONTROLLER

Ryan Tite

Ryan Tite

COMPLIANCE ANALYST

Samual Crouch

IT & SYSTEM ADMINISTRATOR

Thomas Knight, CFP®

DIRECTOR OF INVESTMENT MANAGEMENT

Tysha Hartman

RELATIONSHIP MANAGER

Tonya McKaughan, AIF®

SR. FINANCIAL CONSULTANT, TREK WEALTH

Tess

RESIDENT LOVE BUG & MOOD ENHANCER