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 a lot of his spare time with his family at his kids' different school activities. Nick is also an avid Memphis Tigers fan and tries to spend as much of his Summer free time as possible with his family and friends at the lake.