22
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.


CORE VALUE #1
RELATIONSHIPS 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.
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.
— Executive Leadership Team —


Bill Sowell
CEO


Cindy Sowell
EXECUTIVE VICE PRESIDENT


Daryl Seaton
PRESIDENT


Jason Inglis
Chief Revenue Officer


Rod Kresge
Chief Compliance Officer


Gary Taylor
MANAGING DIRECTOR OF OPERATIONS


Robert Geary
Controller
— Advisor Solutions Team —


Maggie Junior
DIRECTOR OF ADVISOR SOLUTIONS


Abby Sowell
TRANSITIONS & SOLUTIONS CONSULTANT


Amy Hill
SOLUTIONS CONSULTANT


Campbell Woods
SOLUTIONS CONSULTANT


Connie Barron
ACCOUNT SPECIALIST


Jason Lester
SENIOR ACCOUNTANT


Kendraya Dewberry
SOLUTIONS CONSULTANT


Melanie Iannazzo
SOLUTIONS CONSULTANT


Noah Holtz
TECHNOLOGY ADMINISTRATOR


Samual Crouch
IT & SYSTEM ADMINISTRATOR
— Sowell Affinity Investment Management Team —


Greg Lai, CFA
Co-CIO & Lead Portfolio Manager


Alex Hsaio, MBA
Co-CIO


Chuck Hicks
Director of investment management


Luke Coop
Investment Operations and Trading Specialist


David H. Sugimoto, CFA
Senior Portfolio Manager


Michael Petrino, MBA
Senior Portfolio Manager


Fiona Zhang, MFE
Associate Portfolio Manager
— Financial & Estate Planning Team —


Carl Irico, CFP®
DIRECTOR OF FINANCIAL PLANNING


Miki Morrow, CPA
CLIENT RELATIONSHIP MANAGER


Ledly Jennings, Esq., MBA
ESTATE PLANNING ATTORNEY
— Compliance Team —
— Sales & Marketing Team —


Erin Taylor
MANAGING DIRECTOR OF MARKETING & COMMUNICATIONS


Evan Sowell
DIRECTOR OF BUSINESS DEVELOPMENT


Patrick Jones
CREATIVE DIRECTOR


Laura McCabe
BRAND MANAGER


Tysha Hartman
RELATIONSHIP MANAGER


Hayley Hammonds
Business Development Specialist