Sowell Management Fuels Advisor Expansion
Sowell Management , a privately held Registered Investment Advisor (RIA), announced the addition of new organizational roles to continue growth by assisting financial advisors.
- Sowell Management , a privately held Registered Investment Advisor (RIA), announced the addition of new organizational roles to continue growth by assisting financial advisors.
- View the full release here: https://www.businesswire.com/news/home/20230713466447/en/
CEO Bill Sowell meets with members of the Sowell Management team who work one-on-one with financial advisors about growth opportunities for their firms. - Since the fourth quarter of 2022, eight new IARs and two new RIAs have partnered with Sowell Management and currently we have another four IARs transitioning their practices to Sowell Management.
- Sowell affiliate Curt DiGiacomo, CFP®, CIMA®, CPWA®, managing partner and senior financial advisor at Goal Line Wealth Management in Solana Beach, California, confirmed that people are the reason he chose Sowell.