ABOUT SOWELL MANAGEMENT
THERE FOR THE JOURNEY

20

Twenty 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.​
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.

Bill Sowell

Bill Sowell

CEO / PRESIDENT

Headshot of Daryl Seaton

Daryl Seaton

CHIEF OPERATING OFFICER

Headshot of Chuck Hicks

Chuck Hicks

CHIEF CUSTOMER OFFICER

Cindy Sowell

Cindy Sowell

EXECUTIVE VICE PRESIDENT

Rod Kresge

Rod Kresge

CHIEF COMPLIANCE OFFICER

Amber Krier

MANAGING DIRECTOR OF BUSINESS DEVELOPMENT

Erin Taylor

Erin Taylor

DIRECTOR OF MARKETING & COMMUNICATIONS

Elyse Smith

Elyse Smith

MANAGING DIRECTOR OF ADVISOR SUPPORT & BUSINESS TRANSITIONS

Thomas Knight, CFP®️

MANAGING DIRECTOR OF DATA & TECHNOLOGY

Dick Wyatt

Dick Wyatt

CONTROLLER

Abby Sowell

Abby Sowell

TRANSITION & ADVISOR SPECIALIST

Amy Hill

Amy Hill

ADVISOR RELATIONSHIP MANAGER

Andrea Barber

Andrea Barber

ADVISOR RELATIONSHIP MANAGER

Andrea Gilstrap

Andrea Gilstrap

COMPLIANCE ASSOCIATE

Connie Barron

Connie Barron

ACCOUNT SPECIALIST

Courtney Snow

Courtney Snow

ADVISOR RELATIONSHIP MANAGER

Donna Olivarri

Donna Olivarri

EXECUTIVE ASSISTANT

Evan Sowell

Evan Sowell

BUSINESS DEVELOPMENT ASSOCIATE

Justin Maddy

Justin Maddy

DIRECTOR OF BUSINESS DEVELOPMENT

Laura McCabe

Laura McCabe

MARKETING & ENGAGEMENT SPECIALIST

Luke Coop

Luke Coop

TRADING SPECIALIST

Marty Herrman

Marty Herrmann

DIRECTOR OF BUSINESS DEVELOPMENT

Miki Morrow

Miki Morrow

FINANCIAL PLANNING SPECIALIST

Neil Jones

Neil Jones

DATA & TECHNOLOGY ADMINISTRATOR

Patrick Jones

Patrick Jones

CREATIVE DIRECTOR

Taylor Boyle

Taylor Boyle

BILLING SPECIALIST & CORPORATE ACCOUNTANT

Zach Borromeo

Zach Borromeo

DATA ANALYST

Contact us

Download the Journey Roadmap

Download the Journey Roadmap