On the journey...
together.
Our team is committed to your success at every stage. We’ve shown you the “how”; now, meet the “who.”
Freedom starts with
letting go.
There’s no one more committed to your success than our team of guides that support your journey every step of the way. We’ve shown you the “how,” now, here’s the “who.”
Under Bill Sowell’s leadership, our team has empowered financial advisors with true independence since 2001. Bill began his career with a customer-first philosophy in 1990 and was an early pioneer in the fee-based fiduciary space, transitioning to that model in 1995.
Just like true north, our guiding principles never change.
Strength comes from the core, and our values are connected to everything we do. We are committed to building lasting relationships that start with transparency and are sustained with dedicated support.
Core Value #1:
We’re a family. Have each other’s back. Critique in private.
Core Value #2:
Attitude is everything. Don’t be a jerk and don’t suck. Be enthusiastic. Positivity goes both ways.
Core Value #3:
Care about what you do. Passion, desire & drive for excellence. No half-hearted efforts.
Core Value #4:
Do what you say. First time. Every time. Own your commitments.
Core Value #5:
Go above and beyond. Teamwork always wins. Help each other out even when it’s not your job or after 5pm.
Our Team
A company is only as strong as its employees, united by collaboration, a commitment to excellence, and a focus on innovative, efficient ways to serve our clients better.
Meet the Leadership Team
Bill & Cindy Sowell founded Sowell Management in 2001.
Meet the Advisor Services Team
The confluence of Data & Technology, Billing & Accounting, and Operations & Compliance—your foundation for efficiency and growth.
Meet the Advanced Planning Group
Meet the Investment Management Team
Resident expertise in investments, portfolio management, insurance, & financial estate planning.
Sowell IM Consulting Team
Sowell OCIO Team
Greg Lai, CFA®
PM, Sr. Director
Portfolio Strategist
Phillip Wool, PhD
PM, Head of Research
Alex Hsiao, MBA
PM, Sr. Director
Investment Consultant
Ben Ashby, MBA
PM, Fixed Income Strategist
Sowell Affinity is a collaborative partnership between Sowell Management and Affinity Investment Advisors, providing day-to-day management and portfolio oversight.
Meet the Growth Consulting Team
Strategic support across marketing, insurance, succession, and acquisitions to drive growth and protect your business.
Meet the Reception Team
Creating welcoming first impressions with attentive service, genuine care, and a touch of four-legged charm.
Social Networking
You don’t build a dynasty by making every play yourself.
Jason Hsu, PhD, looks at how advisors can build the roster, systems and partnerships needed to perform at scale.
Part 2 of #QuarterbackToGM:
#FinancialAdvisors #AdvisorGrowth #SowellSuccess
Advisors don’t have to make every play. They need to build the team that can win.
Jason Hsu, PhD, challenges the “star quarterback” model of wealth management in Part 1 of Quarterback to General Manager.
#QuarterbackToGM #FinancialAdvisors
As wealth grows, so does complexity.
InvestmentNews covers the launch of Sowell Management’s Advanced Planning Group, bringing deeper tax, estate, succession and wealth-transfer expertise to advisors serving HNW families.
Read more:
#AdvancedPlanning
AI is here. Now the work is figuring out how to use it well.
Sowell’s Erin Taylor recently joined the Beacon Strategies 2026 AI-Lab Roundtable in Denver for a hands-on look at AI applications, team readiness, governance, risk and strategy across the wealth firm.
#AI