Nick Sowell, CFP®, MBA
Director of Financial Planning, Shareholder
Nick’s vast understanding of financial planning allows him to serve all clients but especially small business owners with complexities associated with insurance and estate planning. His quiet confidence and knowledge is reassuring to clients and his fellow teammates.
Nick’s vast understanding of financial planning allows him to serve all clients but especially small business owners with complexities associated with insurance and estate planning. His quiet confidence and knowledge is reassuring to clients and his fellow teammates.
Path to Legacy
Before joining Legacy in 2015, Nick spent six years at Shoemaker Financial developing financial plans for more than 40 advisors and their clients.
When not in the office...
Nick spends much of his spare time helping his wife keep up with their two energetic kids. But you can also find him volunteering at the National Kidney Foundation of West Tennessee and cheering on the Memphis Tigers. And when not in Memphis, Nick’s liable to be enjoying the sun at Pickwick Lake.