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THERE FOR THE ADVISORS
THERE FOR THE JOURNEY
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Let’s grow together

We unlock advisor potential the Sowell Way — we meet you where you are and take you where you want to go; providing a transformative platform of services and solutions to give advisors vision, voice and value. There for the advisors.     There for the journey.
We unlock advisor potential the Sowell Way — we meet you where you are and take you where you want to go; providing a transformative platform of services and solutions to give advisors vision, voice and value.
There for the advisors.
There for the journey.
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In business for yourself - not by yourself

20

years ago Bill Sowell started a journey to create a pathway to freedom for advisors. Committed to providing a true independence, he founded a Registered Investment Advisory firm to become the advisor to advisors – offering a flexible service and solutions platform along with a broad array of in vestment strategies as well as turn-key back office service solutions.

Sowell Management has grown and continues to offer the latest technology and tools advisors to take advisors to new heights and beyond. Support along every step of the journey.

years ago Bill Sowell started a journey to create a pathway to freedom for advisors. Committed to providing a true independence, he founded a Registered Investment Advisory firm to become the advisor to advisors –

offering a flexible service and solutions platform along with a broad array of in vestment strategies as well as turn-key back office service solutions.

Sowell Management has grown and continues to offer the latest technology and tools advisors to take advisors to new heights and beyond. Support along every step of the journey.

Meeting you where you are

Ready to BREAKAWAY

We are there for you when it’s time to be in business for yourself- not by yourself. We provide the freedom and flexibility advisors crave.

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Ready for RESOURCES

Our technology stack eliminates back office burdens so advisors can focus on clients. Our integrated solutions are built for every advisor to customize – no one-size-fits-all bundles.

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Ready to GROW

We empower advisors to achieve their goals for growth. We have the experience and resources to guide advisors to the next level.

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Ready for a LEGACY

Whether it’s time to retire now or 10 years from now, we help advisors develop a customized succession plan to discover and realize a unique vision of the future.

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Different by design

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We are the bridge builders. We help advisors see
an independent and prosperous future and guide
them through the entire journey.

THERE FOR THE FUTURE
THERE FOR THE JOURNEY
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Our menu of tech

Leading the way

I’m humbled, grateful, and proud to lead a firm that is a nationally-recognized leader in the RIA space. Always looking to the future, we plan to continue on a trajectory of continual expansion. Our proven processes, culture, and people – as well as the successful advisors we serve – make significant growth possible.

-Bill Sowel

Our leadership team

Bill Sowell

BILL SOWELL
CEO / PRESIDENT

DARYL SEATON

DARYL SEATON
CHIEF OPERATING OFFICER

CHUCK HICKS

CHUCK HICKS
CHEIF CUSTOMER OFFICER

CINDY SOWELL

BCINDY SOWELL
EXECUTIVE VICE PRESIDENT

ROD KRESGE

ROD KRESGE
CHIEF COMPLIANCE OFFICER

AMBER KRIER

AMBER KRIER
MANAGING DIRECTOR OF BUSINESS DEVELOPEMENT

ERIN TAYLOR

ERIN TAYLOR
DIRECTOR OF MARKETING AND COMMUNICATIONS

LINNDSAY LINGO

LINNDSAY LINGO
DIRECTOR OF TECHNOLOGY AND DATA

THOMAS KNIGHT, CFP

THOMAS KNIGHT, CFP
DIRECTOR OF CUSTOMER CARE

DICK WYATT

DICK WYATT
CONTROLLER

NEWS AND VIEWS

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Download the Journey Roadmap

Download the Journey Roadmap