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

Bill Sowell

Trek Wealth Solutions

Daryl Seaton

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

Operations

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Team members

Other teams at Sowell Management

Trek Wealth Solutions

Leadership