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.

Daryl Seaton

PRESIDENT

Jason Inglis

CHIEF REVENUE OFFICER

Chuck Hicks

CHIEF CUSTOMER OFFICER

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Cindy Sowell

EXECUTIVE VICE PRESIDENT

Rod Kresge

Rod Kresge

CHIEF COMPLIANCE OFFICER

Erin Taylor

MANAGING DIRECTOR OF MARKETING & COMMUNICATIONS

Elyse Smith

Elyse Smith

MANAGING DIRECTOR OF ADVISOR SOLUTIONS & BUSINESS TRANSITIONS

Gary Taylor

MANAGING DIRECTOR OF DATA & TECHNOLOGY

Justin Maddy

Justin Maddy

MANAGING DIRECTOR OF BUSINESS DEVELOPMENT

Carl Irco headshot

Carl Irico, CFP®

DIRECTOR, SOWELL FINANCIAL ADVISORS

Abby Sowell

Abby Sowell

TRANSITIONS & SOLUTIONS CONSULTANT

Amy Hill

Amy Hill

SOLUTIONS CONSULTANT

Andrea Barber

Andrea Barber

SOLUTIONS CONSULTANT

Andrea Gilstrap

Andrea Gilstrap

COMPLIANCE ASSOCIATE

Connie Barron

ACCOUNT SPECIALIST

Donna Olivarri

Donna Olivarri

EXECUTIVE ASSISTANT

Evan Sowell

Evan Sowell

BUSINESS DEVELOPMENT SPECIALIST

Jordan Long

Jordan Long

FINANCIAL ADVISOR, SOWELL FINANCIAL ADVISORS

Laura McCabe

Laura McCabe

BRAND MANAGER

Linda Miller

Linda Miller

BILLING SPECIALIST/CORPORATE ACCOUNTANT

Luke Coop

Luke Coop

TRADING SPECIALIST

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Madeline Brown

DATA ANALYST

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Maggie Junior

SOLUTIONS CONSULTANT

Noah Holtz

TECHNOLOGY ADMINISTRATOR

Patrick Jones

CREATIVE DIRECTOR

Ryan Tite

Ryan Tite

COMPLIANCE ASSOCIATE

Samual Crouch

IT & SYSTEM ADMINISTRATOR

Taylor Boyle

Taylor Boyle

FINANCE MANAGER

Thomas Knight, CFP®

SENIOR FINANCIAL ADVISOR, SOWELL FINANCIAL ADVISORS

Tysha Hartman

SOLUTIONS CONSULTANT

Steve Weintz

DIRECTOR, CACHE RIVER INVESTMENTS

Tess

RESIDENT LOVE BUG & MOOD ENHANCER