Carlee Johnson brings over six years of private wealth management experience and eight years of leadership experience in fast-paced, client-focused environments. Before joining Sowell Management, she served as a Private Wealth Relationship Specialist at Regions Bank, where she supported both commercial and consumer clients for their lending and everyday banking needs. Carlee was a go-to resource for training, policy updates, and internal process improvements—often leading team meetings and working closely with management to enhance efficiency and service delivery.

As a Solutions Consultant at Sowell, Carlee provides day-to-day support to financial advisors through account maintenance, issue resolution, and service tasks. Her collaborative approach, attention to detail, and commitment to client success make her a strong asset to the Advisor Solutions team.

A Little Rock native, Carlee holds an Associate of Arts from Pulaski Technical College and is currently completing her BBA at Southern New Hampshire University. Outside of work, she enjoys reading fiction for its emotional depth and imaginative storytelling, cycling through Two Rivers Park, and world traveling with her family. She also volunteers as a K9 Search and Rescue handler with Sarge, her German Shepherd, and counts helping locate missing persons as some of her proudest accomplishments. At home, she’s dog mom to two pups—Sarge, a German Shepherd, and Piper, a hound mix—who keep her company and on her toes.