Nicholas Sowell Email & Phone Number
Director Of Financial Planning @ Legacy Wealth Management, Inc. (Memphis, TN)
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Nicholas Sowell Location
- Memphis, TN, US
Nicholas Sowell Work
- 2015 -now Director Of Financial Planning @
- 2009 -2015 Investment Advisor Representative @
- 2013 -2013 Operations Manager @
Nicholas Sowell Education
- Christian Brothers University
Master of Business Administration (MBA) (Business Administration and Management, General)
2014-2015 - Christian Brothers University
Certificate in Financial Planning (Financial Planning and Services)
2012-2013 - The University of Memphis
Bachelor of Science (BS) (Business Administration and Management, General)
2007-2009 - Harding Academy of Memphis
- Harding University
Nicholas Sowell Skills
- Portfolio Management
- IRAs
- 401k Rollovers
- Investment Strategies
- Investments
- College Savings Plans
- Employee Benefits
- Fixed Annuities
- Retirement
- 401k
- Investment Advisory
- Disability Insurance
- Series 7
- Retirement Planning
- Wealth Management
- Life Insurance
- Financial Planning
Nicholas Sowell Summary
- Nicholas Sowell, based in Memphis, TN, US, is currently a Director Of Financial Planning at Legacy Wealth Management, LLC. Nicholas Sowell brings experience from previous roles at Shoemaker Financial. Nicholas Sowell holds a 2014 - 2015 Master of Business Administration (MBA) in Business Administration and Management, General @ Christian Brothers University. With a robust skill set that includes Portfolio Management, IRAs, 401k Rollovers, Investment Strategies, Investments and more.
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Top Legacy Wealth Management, Inc. (Memphis, TN) Employees
Cathy Simmons
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Lawrence Epperly
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Memphis, TN, US
Nicholas Sowell
Director Of Financial Planning
Memphis, TN, US
Rebecca Rawlinson
Director of Financial Planning
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Joseph Birch
Director of Financial Planning
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Charles Jalenak
Director
Memphis, TN, US
Alan Vosburg
IT Manager
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Grace Young
Operational Specialist
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Ethan Franks
Portfolio Manager
Memphis, TN, US
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