A legacy for generations

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What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jo-Sowell

    Jo Sowell

    Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • FL
    • GA
    • IL
    • KY
    • LA
    • MI
    • MO
    • MS
    • MT
    • NC
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    Jo leads the team in evaluating client's goals and needs. She believes that building long–term relationships strengthens the client's trust and allows guidance in wealth management. After graduating from Delta State University in 1972, she began her career at J.C. Bradford & Co., where she became a Partner of the firm. In 2000, J.C. Bradford & Co. merged with UBS where Jo continues to provide clients with sound financial advice. Through Jo's leadership and guidance, she and her son, Adam, work closely with clients to ensure quality service. They have worked successfully together since 2001.

      • Delta State University
        6070 Poplar Avenue
        Triad Center III
        Memphis, TN 38119
        jo.sowell@ubs.com
        Jo Sowell
        6070 Poplar Avenue,Memphis,TN,38119
      • Adam-Sowell

        Adam Sowell

        Senior Vice President–Wealth Management

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        • AL
        • AR
        • CA
        • CO
        • FL
        • GA
        • IL
        • LA
        • MI
        • MO
        • MS
        • MT
        • NC
        • NY
        • OK
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        As a key member of the Sowell Investment Group, Adam helps clients identify financial goals and constructs portfolios to custom fit their financial needs. Adam began his career at UBS in 2001 after graduating from Delta State University with a B.A. in Marketing. Adam has also earned an executive certificate in Financial Planning from Christian Brothers University. Adam is one of the few UBS Financial Advisors to earn the designation of Wealth Advisor. As a Wealth Advisor, Adam is exceedingly qualified to provide highly personalized wealth management services to his clients.

          • Delta State University, Marketing
          • Wealth Advisor
          6070 Poplar Avenue
          Triad Center III
          Memphis, TN 38119
          adam.sowell@ubs.com
          Adam Sowell
          6070 Poplar Avenue,Memphis,TN,38119
        • Christine-Taylor

          Christine Taylor

          Senior Client Associate

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          • image
          • MS
          • TN

                6070 Poplar Avenue
                Triad Center III
                Memphis, TN 38119
                christie.taylor@ubs.com
                Christine Taylor
                6070 Poplar Avenue,Memphis,TN,38119

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