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Stuart S
Series 63, Series 65
Good Hope, GA
Sowell Management
Stuart Swan is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Sowell Management and Sapphire Wealth Management, LLC, among other roles, and was a candidate for the U.S. House representing Georgia's 10th Congressional District from 2021 to 2022. Additionally, Swan served in the U.S. Marine Corps Reserves for 16 years. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm supports over 100 independent advisory representatives and offers a range of management styles and model portfolios, including collaborations with Goldman Sachs and sub-advisory relationships.
Hayden G
Series 63, Series 65
Good Hope, GA
Sowell Management
Hayden Guthrie is a financial advisor at Sowell Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Trinity Wealth Securities, Florida Financial Advisors, and Sapphire Wealth Management. Guthrie has been involved as a camp counselor with the University of Georgia 4-H Camp Counselor Program and as an employee at Jennings Mill Country Club. 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 offers a range of management styles and model portfolios, including partnerships with Goldman Sachs and other sub-advisors, and supports its over 100 independent advisory representatives with trading, compliance, technology, and back-office services.
Leslie F
Series 63, Series 65
Good Hope, GA
Sowell Management
Leslie Ferrone is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Sowell in 2016, Ferrone worked at Concert Wealth Management from 2012 to 2016. Additionally, Ferrone is the owner and managing partner of Sapphire Wealth Management, a wealth management firm based in Watkinsville, GA. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions, including customized portfolios and sub-advisory relationships.
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