Andrew Greenawalt is a financial advisor at Sowell Management in Dallas, TX, holding a Series 66 designation with 10 years of industry experience. His career includes roles at Barrow Hanley Global Investors, MML Investors Services LLC, and Mass Mutual Life Insurance Company. Greenawalt has worked in both independent advisory and institutional environments. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses a variety of management styles and offers access to model portfolios, third-party manager selection, and unified managed account solutions.

William Purvis is a financial advisor at Sowell Management in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at LGT Financial Advisors LLC and The Vanguard Group, Inc. in various advisory roles. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm operates through an independent-contractor model and employs multiple management styles, including strategic and tactical allocation, individual equity selection, and customized portfolio design.