Ludlow, Wilbraham, Belchertown, MA- PV Financial Group (PVFG) proudly awarded the “Plan With a Purpose”…
LUDLOW- PV Financial Group proudly welcomes the newest member to its financial advisory team, Ryan Sokolowski, CCFS®. Ryan will be a part of the PV Navigator team, which is a program geared towards guiding younger generations along their journey to financial security and literacy.
Before joining the PV Team, Ryan worked in the country club industry for five years. During that time, he held various positions at a variety of clubs including managing a two-course golf and tennis complex as the General Manager. In early 2020, Ryan decided it was time for a career change and decided to pursue his passion for finance. He joined Merrill Lynch, where he trained for a year and became fully licensed through their Financial Development Program. Ryan has also received his CCFS® certification and is now a Certified College Funding Specialist. He is currently the only financial advisor in Western Mass with this certification.
“Having Ryan join the team brings us one step further in the future success of PV Financial,” says Managing Partner Edward Sokolowski. “With Ryan becoming PV Navigator’s dedicated advisor, his experience and fresh vision will help further the growth of our new investment program.”
For more information on PV Financial Group and its commitment to creating lasting legacies, visit www.pvfinancial.com or call (413) 589-1500. Securities and advisory services are offered through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment advisor. 535 East Street Ludlow MA 01056. Investments are not NCUA insured, are not guaranteed by the financial institution, and are subject to risks, including possible loss of the principal invested.