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.