Patrick Norfleet is a financial advisor at Sowell Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Wells Fargo Advisors, among other firms. He is also employed by Weaver and Tidwell, L.L.P., operating under affiliates Weaver Capital Advisors and Weaver Family Office Services. 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 employs multiple management styles and offers model portfolios and sub-advisory relationships while providing business support services to over 100 independent advisers.

Stephen Carter is a financial advisor with Sowell Management in Houston, TX, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Amegy Bank National Association for nine years and is a partner at Weaver and Tidwell L.L.P., where he manages the financial advisor services affiliate. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management and financial planning. The firm employs multiple management styles and offers a range of solutions including model portfolios, third-party manager selection, and unified managed account platforms.