ABOUT SOWELL MANAGEMENT
THERE FOR THE JOURNEY

Advisor Relations

The most successful registered investment advisors understand that outsourcing tedious tasks is critical to the bottom line. We provide outsourcing solutions customized for your practice—from all-encompassing to a la carte.

So your journey stays focused on growth, we provide a dedicated relationship manager who manages all of your day-to-day functions, including middle- and back-office support. The hours once lost to operational tasks can be re-allocated to high-touch relationship building and other revenue-producing activities.

Meet Our Team

Chuck Hicks

Chuck Hicks

CHIEF CUSTOMER OFFICER

Elyse Smith

Elyse Smith

MANAGING DIRECTOR OF ADVISOR SUPPORT & BUSINESS TRANSITIONS

Abby Sowell

Abby Sowell

TRANSITION & ADVISOR SPECIALIST

Amy Hill

Amy Hill

ADVISOR RELATIONSHIP MANAGER

Andrea Barber

Andrea Barber

ADVISOR RELATIONSHIP MANAGER

Courtney Snow

Courtney Snow

ADVISOR RELATIONSHIP MANAGER

Contact us

Download the Journey Roadmap

Download the Journey Roadmap