

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.








Relationships Rule

Mindset Matters

Passion Prospers

Commitments Count

Teamwork Triumphs
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
CEO

Daryl Seaton
PRESIDENT

Jason Inglis
CHIEF REVENUE OFFICER

Chuck Hicks
CHIEF CUSTOMER OFFICER

Cindy Sowell
EXECUTIVE VICE PRESIDENT

Rod Kresge
CHIEF COMPLIANCE OFFICER

Erin Taylor
MANAGING DIRECTOR OF MARKETING & COMMUNICATIONS

Elyse Smith
MANAGING DIRECTOR OF ADVISOR SOLUTIONS & BUSINESS TRANSITIONS

Gary Taylor
MANAGING DIRECTOR OF DATA & TECHNOLOGY

Taylor Boyle
FINANCE MANAGER

Carl Irico, CFP®
DIRECTOR, SOWELL FINANCIAL ADVISORS

Abby Sowell
TRANSITIONS & SOLUTIONS CONSULTANT

Amy Hill
SOLUTIONS CONSULTANT

Andrea Barber
SOLUTIONS CONSULTANT

Andrea Gilstrap
COMPLIANCE ASSOCIATE

Connie Barron
ACCOUNT SPECIALIST

Donna Olivarri
EXECUTIVE ASSISTANT

Evan Sowell
DIRECTOR OF BUSINESS DEVELOPMENT

Jordan Long
FINANCIAL ADVISOR, SOWELL FINANCIAL ADVISORS

Laura McCabe
BRAND MANAGER

Linda Miller
BILLING SPECIALIST/CORPORATE ACCOUNTANT

Luke Coop
TRADING SPECIALIST

Maggie Junior
SOLUTIONS CONSULTANT

Noah Holtz
TECHNOLOGY ADMINISTRATOR

Patrick Jones
CREATIVE DIRECTOR

Ryan Tite
COMPLIANCE ASSOCIATE

Samual Crouch
IT & SYSTEM ADMINISTRATOR

Thomas Knight, CFP®
SENIOR FINANCIAL ADVISOR, SOWELL FINANCIAL ADVISORS

Tysha Hartman
SOLUTIONS CONSULTANT

Steve Weintz
BUSINESS DEVELOPMENT SPECIALIST

Tess
RESIDENT LOVE BUG & MOOD ENHANCER