Teamwork always wins * Help each other out even when it's not your job or after 5PM

First time, every time * Own your commitments

Passion, desire & drive for excellence * No half-hearted efforts

Don't be a jerk & Don't suck * Be enthusiastic * Positivity goes a long ways

Have each other back * Critique in private

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.

Investment Management

Sowell Management

Sowell Management's headquarters in North Little Rock, AR, United States

Bill Sowell

Daryl Seaton

Sabrina Freeman

Vince Gimarelli

Scott Dooley

Gary Taylor

Rod Kresge

Erin Taylor

Cindy Sowell

Trek Wealth Solutions

Operations is responsible for data & technology, advisor solutions, and investment management operations functions within Sowell Management.

Operations

Compliance

Sales & Marketing

This department oversees the organization, integrity, and accessibility of data across systems.

Sowell Management

Org chart

Teams

Trek Wealth Solutions

Operations

Compliance

Sales & Marketing

Data Management

Finance

Offices

Sowell Management

Org chart

Teams

Trek Wealth Solutions

Operations

Compliance

Sales & Marketing

Data Management

Finance

Offices

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