Andrew Greenawalt is a financial advisor at Sowell Management with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Barrow Hanley Global Investors, MML Investors Services LLC, and Mass Mutual Life Insurance Company. Greenawalt is based in Dallas, TX. 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 with over 100 investment adviser representatives and offers a range of management styles and solutions, including strategic and tactical allocation, model portfolios, third-party manager selection, and unified managed account platforms.

William Purvis is a financial advisor with Sowell Management in Dallas, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at LGT Financial Advisors LLC, The Vanguard Group, Inc., and PriorityOne Bank. 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 an independent-contractor model with over 100 IARs and offers a range of investment strategies including strategic and tactical allocation, equity selection, and model portfolios developed with firms such as Goldman Sachs.