Company founder, Roy Sokolowski, brings over 30 years of direct portfolio management experience, perspective and market analysis to help shape his investment philosophy to serve his clients. As part of the recent company expansion, Roy is responsible for managing the WestView Investment Advisors branch office in Hilton Head, SC and looks forward to welcoming new clients.
Always entrepreneurial, Roy started his first business venture at age 10 – a landscaping company on Long Island. After graduating from college he owned a successful architectural woodworking firm. Simultaneously he began informally helping family members with their finances and studying the stock market. His official entry into the financial services industry came in 1986 when he joined the brokerage side of the business. His tenure as a Financial Consultant for two of the largest brokerages in the business - Merrill Lynch (9 years) and Paine Webber (3 years) - spanned the crash of 1987 and the bull market years of the 1990’s. In 1998 Roy left the corporate world to form his own company – Sokolowski Investment Advisors. Strongly independent and a creative problem solver, Roy found his niche in the world of finance as a Registered Investment Advisor, away from the sales first culture of traditional brokers to focus solely on the best interests of his clients. Although the business has grown and changed throughout the years, Roy remains dedicated to helping clients manage their financial lives.
Roy grew up in the greater NY area (Long Island, Staten Island and NJ) and after a freshman year at Purdue University moved to Vermont to complete college. He graduated from the University of Vermont in 1979 with a BS in Agriculture, a concentration in business and a minor in Political Science. Over the years Roy has enjoyed a wide range of hobbies from rugby to vintage car racing to model railroads. Currently Roy spends his free time golfing, traveling, reading and enjoying his family. He is pleased to be spending more time in South Carolina and extending the WestView family.