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JOIN THE TEAM

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Twenty-three 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

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.

Meet the Executive Leadership Team

Bill & Cindy Sowell founded Sowell Management in 2001.

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Bill Sowell

CEO/Founder

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Cindy Sowell

EXECUTIVE VICE PRESIDENT

Daryl Seaton

PRESIDENT

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Jason Inglis

Chief Revenue Officer

Rod Kresge

Rod Kresge

Chief Compliance Officer

Robert Geary

Controller

Gary Taylor

MANAGING DIRECTOR OF OPERATIONS

Meet the Advisor Services Team

The confluence of Data & Technology, Billing & Accounting, Operations & Compliance.
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Maggie Junior

DIRECTOR OF ADVISOR SOLUTIONS

Abby Sowell

Abby Sowell

TRANSITIONS & SOLUTIONS CONSULTANT

Amy Hill

Amy Hill

SOLUTIONS CONSULTANT

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Connie Barron

ACCOUNT SPECIALIST

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Jason Lester

SENIOR ACCOUNTANT

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Kendraya Dewberry, MBA

SOLUTIONS CONSULTANT

Linda Miller

Linda Miller

SENIOR ACCOUNTANT

Melanie Iannazzo

SOLUTIONS CONSULTANT

Tysha Hartman

Strategic partnerships manager

Ryan Tite

Ryan Tite

COMPLIANCE officer

Samual Crouch

IT & SYSTEM ADMINISTRATOR

Meet the Wealth Solutions Team

Resident expertise in investments, portfolio management, insurance and financial & estate planning.
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Greg Lai, CFA

Co-CIO & Lead Portfolio Manager

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Carl Irico, CFP®

DIRECTOR OF FINANCIAL PLANNING

Chuck Hicks

Director of investment management

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David H. Sugimoto, CFA

Senior Portfolio Manager

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Fiona Zhang, MFE

Associate Portfolio Manager

Ledly Jennings

Ledly Jennings, Esq., MBA

ESTATE PLANNING ATTORNEY

Luke Coop

Luke Coop

Investment Operations and Trading Specialist

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Michael Petrino, MBA

Senior Portfolio Manager

Miki Morrow

Miki Morrow, CPA

CLIENT RELATIONSHIP MANAGER

Meet the Business Consulting Team

Identifying opportunities to increase value, drive growth, and boost your firm’s performance.

Erin Taylor

MANAGING DIRECTOR OF MARKETING & COMMUNICATIONS

Evan Sowell

Evan Sowell

DIRECTOR OF BUSINESS DEVELOPMENT

Hayley Hammonds

Hayley Hammonds

Business Development Specialist

Laura McCabe

Laura McCabe

BRAND MANAGER

— Reception —

Your gateway to exceptional service and southern hospitality.

Donna Olivarri

Donna Olivarri

EXECUTIVE ASSISTANT

Tess

RESIDENT LOVE BUG & MOOD ENHANCER

Contact us

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Download the Journey Roadmap

Download the Journey Roadmap

Sign up for the
Sowell Summit Event

(Please be sure to click the link on the web page to book your room)

Thank you for registering!

You should receive a confirmation email shortly. Don’t forget to reserve your room through the unique Sowell hotel reservation page. You can extend your stay at the Sowell Summit reduced room rate.