Experience

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.

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.

"I have the opportunity to work with so many great people I'm lucky enough to call my clients."

As a Senior Wealth Strategy Associate, Lisa is able to dig deep into her clients' lives to understand their goals, priorities, values and the families they love.  She is truly invested in their financial well-being. To her, it's all about building, strengthening and supporting each relationship.  Every day Lisa is inspired by her career, motivated to do the best job possible and committed to making a positive impact in her clients' lives.  

Philip serves as a Registered Client Associate. Born and raised in Memphis, TN, Philip graduated Memphis University School in 2019. He pursued a finance degree from the University of Georgia’s Terry College of Business. Shortly after graduation, he moved to Nashville and joined UBS in a rotational program with the service group in July of 2023, and he acquired extensive knowledge of the finance industry as well as his Series 7 and 66 Licenses.

In his personal time, Philip enjoys the outdoors, mostly either playing golf, duck hunting, or playing pickup basketball with his friends.