Jerry Sowell, Bluewater Wealth Strategies, LLC

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Panama City, FL
Jerry Sowell, Bluewater Wealth Strategies, LLC

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I joined Bluewater Wealth Strategies, LLC for the purpose of helping people achieve their financial goals.

Our singular focus is to educate and enable our clients to achieve their unique financial goals and objectives with integrity and knowledge. Bluewater Wealth Strategies, LLC, is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

11/03/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Has AI Become a Rates Story?"

https://static.fmgsuite.com/media/documents/844d2f8d-b0e1-480b-976f-d25073ce47f9.pdf

10/26/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Big Numbers, Big Expectations: Three Keys to Earnings Season"

https://static.fmgsuite.com/media/documents/2e19b6eb-a339-45e3-9802-3688adad0d74.pdf

10/21/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Moats vs. Inertia: Unpacking the Personal AI Agent Threat".
https://static.fmgsuite.com/media/documents/9adf4220-bcfd-4764-82a9-db4bb18cdc5f.pdf

10/12/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Credit Is Still Flowing, and Businesses Are Borrowing".https://static.fmgsuite.com/media/documents/2d8a7dfe-7fec-4523-bf2c-025094a083be.pdf

10/06/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/bf53ae4b-81d3-4bd4-b487-b42d66cff90f.pdf

09/29/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Stock Market’s Wall of Worry Gets Taller?" https://static.fmgsuite.com/media/documents/85bcbd1c-c839-4e91-a380-2fb602af3e60.pdf

09/22/2026

Check out LPL Financial Research's Weekly Commentary on the market: "What's Holding Up Record Margins?"https://static.fmgsuite.com/media/documents/97aaf834-e042-444e-86eb-7e95e6028f62.pdf

09/15/2026

I’m grateful to have completed the Wharton Wealth Planning Fiduciary Program and earned the Wealth Planning Fiduciary credential.

Spending time on Wharton’s campus alongside talented colleagues and learning from world-class faculty was both rewarding and inspiring.

The experience deepened my knowledge of advanced wealth and retirement planning strategies and reinforced my commitment to providing thoughtful, guidance to the clients and families I serve.

Thank you to the Wharton faculty and Equitable Advisors for making this opportunity possible.

09/15/2026

Check out LPL Financial Research's Weekly Commentary on the market: "What History Says About Fed Hikes and Stocks". https://static.fmgsuite.com/media/documents/9a071a37-9e1e-4c8d-91c7-0ffb26a3195e.pdf

09/01/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7.pdf

Address

430 West 5th Street Suite 210
Panama City, FL
32401

Telephone

+18507630308

Website

http://www.bluewaterwealthstrategies.com/

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