Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryanna? Claim Your ProfileMaryanna Braun is a financial advisor at Sowell Management, a registered investment advisor firm. Maryanna is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2015. Maryanna has worked at several other firms before joining Sowell Management, including Veritas Wealth Management, Baker Tilly Wealth Management, LLC and UNITED CAPITAL FINANCIAL ADVISERS, LLC-GOLDMAN SACHS. Sowell Management offers a variety of financial advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm primarily works with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. The firm’s assets under management are over $3 billion.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
07/19/2023 - Present
Sowell Management (Houston TX)
Active
Inactive
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