How Sowell Management Helps Financial Advisors

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.

Relationships Rule

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

Mindset Matters

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

Passion Prospers

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

Commitments Count

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

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.