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