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Bill is a founder and the CEO of Trek Wealth. He began his career in the financial services industry in 1990 and quickly became a top producer within the industry. In 1995, he began a fee-only practice now known as Sowell Management, which services a broad spectrum of some of the top Independent Advisor Representatives (IARs), and Registered Investment Advisors (RIAs) in the United States. He and his wife, Cindy, have worked as a team for more than 20 years. Trek Wealth partners with Sowell Management.
Bill has strong roots in the community. He has served as past president of the Rotary Club of Little Rock and was named a Paul Harris Fellow. He has been a board member and is past chair of Leadership Greater Little Rock and is a past board member of numerous other nonprofit organizations. He was named to AY Magazine’s 2021 Men of Distinction. Bill enjoys golfing, boating and duck hunting.
Bill fully embraces bucket list living in his own life and believes financial advisors can play a key role in helping their clients live their bucket list dreams.
“I have been blessed to do a lot of wonderful things in my life, from visiting incredible places around the world to playing amazing golf courses – even meeting people like Steph Curry and Nelly Korda. My wife, Cindy, and I have been fortunate to share some of our trips with our children. I hunt with my favorite hunting partner, my son, Evan. One of the craziest things we’ve done was my daughter Abby’s idea – open ocean diving with sharks in Hawaii! I have to admit, it was one of the most exhilarating things I’ve ever done.”
