ABOUT SOWELL MANAGEMENT
THERE FOR THE JOURNEY

Financial Planning

Reach new summits for your clients by helping them build assets today and plan for tomorrow. We support you in developing customized financial plans for clients, on-going monitoring of financial plans and assisting with plan presentation. Our financial planning team works hand-in -hand with advisors to make an impact in the lives of clients by helping them build assets today and plan for tomorrow.

Meet Our Team

Dick Wyatt

Dick Wyatt

CONTROLLER

Thomas Knight

Thomas Knight, CFP®️

MANAGING DIRECTOR OF TECHNOLOGY & DATA

Connie Barron

Connie Barron

ACCOUNT SPECIALIST

Miki Morrow

Miki Morrow

FINANCIAL PLANNING SPECIALIST

Contact us

Download the Journey Roadmap

Download the Journey Roadmap