Denise Sowell advises her clients on a variety of financial matters including retirement planning, estate planning, investment planning and insurance planning. She strives to develop strategies for individuals to reach financial security as efficiently and effectively as possible. Denise serves over 300 clients specializing in Financial Planning with an emphasis on Retirement and Investment Planning.
Denise has held the designation of Certified Financial Planner since 1999. As a Certified Financial Planner, Denise acts as a Fiduciary for her clients, putting her clients interest first and foremost. She is a Registered Representative and Investment Advisor Representative with Royal Alliance.
Denise was previously the head of the McDonough Office of Cap1tol Street Financial Services Group.
Denise and her husband, Gary, reside in McDonough, Ga where she is active in her community. She founded the Southern Crescent Chapter of the American Businesswomen’s Association and is a member of the McDonough Woman’s Club. Denise served on the Board of Directors of the Henry County Chamber of Commerce and The Haven House for many years.