ABOUT SOWELL MANAGEMENT
THERE FOR THE JOURNEY

Leadership

We offer best-in-class investment solutions for wealth advisors and the freedom to choose. In today’s markets, it’s more important than ever to partner with a firm with top institutional-quality investment managers, a proprietary technology platform, and choice — the flexibility to construct client portfolios with the right modular solutions.

Bill Sowell

CEO / President

Daryl Seaton

Chief operating officer

Chuck Hicks

Chief customer officer

Cindy Sowell

Executive Vice President

Rod Kresge

Chief compliance officer

Michael L. Bates, JD

General Council

Amber Krier

Managing director of business development

Erin Taylor

Director of marketing and communications

Elyse Smith

Managing director of advisors and business transitions

Thomas Knight, CFP®️

Managing director of technology and data

Dick Wyatt

Controller

Contact us

Download the Journey Roadmap

Download the Journey Roadmap