North Little Rock, Arkansas-based RIA Sowell Management expanded its leadership team to drive its growth and strategic initiatives, naming Scott Dooley as Managing Director of Investment Management Sales and Sabrina Freeman in dual roles of Director of Finance for the firm and Director of Trek Wealth Solutions, the firm’s financial advisory retail division.
Both will report to Daryl Seaton, President of Sowell Management, who said, “At Sowell, we are building a team of industry leaders who will shape the future of our firm in an evolving financial landscape.”
With over 20 years’ experience, Dooley will focus on organic growth, expanding market presence and strengthening advisor relationships in his newly created role.
Freeman is tasked with helping the firm achieve its expansion and operational efficiencies goals, leveraging her two decades of experience in financial planning and analysis, strategic decision-making and talent development.
Seaton added, “Scott brings a strong track record in investment management and a passion for helping advisors deliver impactful solutions to their clients. Sabrina’s expertise in finance and strategic planning will be critical as we navigate new opportunities, including strategic mergers and acquisitions.”
Bill Sowell, Founder and CEO, said of Dooley and Freeman: “Their expertise and leadership will be vital as we continue delivering on our commitment to advisors—meeting them where they are and taking them where they want to go.”
As of April, advisors in the firm’s network had over $5.5 billion in client assets. In November, it completed the transition of three practices with $220 million in combined client assets. Ellis Wealth Advisors, Rivers Investment Group and Gregg Brant joined the Sowell network from Raymond James, Osaic and Edward Jones, respectively.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
