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
Thanks to Hank Nelson and Jonathan Wills of First Trust for visiting Sowell—and bringing cupcakes! 🧁
Next up with First Trust:
🗳️ Beyond the Ballot: What the Midterms Mean for Advisors
📅 Nov. 9 | 3 p.m. CT
Save the date. Registration details coming soon!
Is beating the S&P 500 really the goal?
Jason Hsu, PhD, argues that advisors should look beyond benchmarks and focus on what clients actually want: reaching their goals without taking unnecessary risk.
Read/watch more:
#FinancialAdvisors
Risk rarely disappears. Sometimes it just moves.
Ben Ashby looks at private credit, liquidity pressures and lessons from Britain’s financial past in the latest Perspectives.
Read more:
#PrivateCredit #Markets #SowellManagement #BankofEngland #Lloyds
From the @NYSE floor to the Closing Bell. 🔔
Daryl Seaton joined @GeoWealthTech CEO Colin Falls in New York for a panel discussion and time with advisors Don Zolfo and Matt McCoy.
Proud of the partnership and the relationships behind it.
#SowellManagement #GeoWealth #NYSE