#United States #North Little Rock #Sowell Management #Erin Taylor #CMO of the Year

Sowell Management's Erin Taylor Recognized for Excellence

A Remarkable Achievement

Sowell Management has made headlines as Erin Taylor, the Senior Vice President of Marketing, has been named a finalist for the esteemed ThinkAdvisor 2025 Luminaries Awards for CMO of the Year. This recognition is not just a testament to her capabilities but also shines a light on the innovative marketing efforts she has spearheaded at Sowell, a leading Registered Investment Advisor (RIA) that serves financial advisors and their clients across the nation.

Considering the Impact

For nearly two years, Taylor has transformed the company's marketing strategy by honing in on the journey of financial advisors. Her leadership during the development of the JourneyForward Framework has been instrumental in launching several major initiatives, including a robust media campaign directed at advisors, the Independence Accelerator Program, a comprehensive advisor branding roadmap, and the successful go-to-market strategy for Sowell Insurance Services. One of her notable achievements involved collaborating with key industry partners, such as Goldman Sachs and Rayliant, to rebrand and launch Sowell's Next Gen Investment Platform.

According to Bill Sowell, CEO of Sowell Management, "We are proud to see Erin recognized among a prestigious group of leaders in the industry. Her blend of creativity, collaboration, and industry knowledge has significantly benefitted our team and the advisors we support." This showcases not only her marketing prowess but also her deep understanding of the wealth management landscape, making her an invaluable asset to the company.

A Brand is More Than Just Words

Taylor, who believes branding is formed through significant experiences rather than just words, has consistently led with a philosophy that emphasizes authenticity and trust. Such a perspective is crucial in the wealth management sector, where client relationships play a pivotal role. Recently, her excellence was acknowledged in Wealth Solutions Report’s 2024 CMO 10 Top Wealth Management CMOs.

Daryl Seaton, President of Sowell Management, shared, "Erin has significantly shaped our engagement strategy with financial advisors. By understanding our mission of meeting advisors where they are and guiding them to their aspirations, she has been crucial in our firm’s growth. With her leadership, Sowell is not just keeping pace with the industry; we are paving the way for future innovations."

Next-Gen Rising Star Recognition

In addition to Taylor’s recognition, Kaitlyn Laney, a certified financial planner and affiliated advisor with Sowell, has also been honored as a Next-Gen Rising Star by the Luminaries Awards. Laney, whose practice has seen substantial growth—boasting a nearly 58% rise in AUM from July 2024 to July 2025—brings a fresh perspective to the industry, focusing on addressing often-overlooked aspects of client relationships.

"Kaitlyn’s commitment to holistic planning embodies the future of wealth management," Bill Sowell noted, emphasizing her ability to navigate clients toward true financial freedom. Her recognition is a beacon of hope for the next generation of advisors, showcasing the crucial role of innovative financial planning in an ever-changing market.

Celebrating Innovation

The ThinkAdvisor 2025 Luminaries Awards program aims to redefine excellence within the financial services industry by recognizing remarkable achievements and innovation. A panel of seasoned judges will be evaluating the finalists and selecting winners, who will be celebrated at the awards event in New York on December 4, 2025.

Janet Levaux, editor-in-chief of ThinkAdvisor, remarked, "The 2025 Luminaries Awards showcase how excellence is being reimagined in financial services. The finalists are recognized not only for their leadership and innovation but also for their impactful contributions to both their communities and the industry at large."

About Sowell Management

Founded in 2001 by Bill Sowell, Sowell Management is a private Registered Investment Advisor (RIA) that offers a wide platform of solutions for advisors seeking true independence. With a nationwide network of advisors representing over $6 billion in client assets, Sowell continues to evolve, reflecting the ever-changing needs of financial advisors and their clients. More information can be found at sowellmanagement.com.

About ThinkAdvisor

ThinkAdvisor serves financial advisors with comprehensive insights into products, services, and decisions crucial for their clients. By providing relevant and actionable information, they empower advisors to succeed in an increasingly complex environment.

By recognizing leaders like Erin Taylor and the next generation represented by Kaitlyn Laney, Sowell Management is not just transforming its own strategy but is setting a standard for excellence within the financial services industry.