Hayden Royal provides independent wealth advisors with a foundation to help them build generational legacies on behalf of their clients. With access to a network of elite industry professionals and the leading technology solutions, our advisors can focus solely on growing their business and providing quality advice.
Independent advisors are faced with the challenge of delivering outstanding advice and service while efficiently managing a business. They must rely on the best technology to keep up with their competition.
Meet our team
Louis Dworsky, Chief Executive Officer
Louis began his brokerage career in 1987 and has over thirty years of experience including time at Merrill Lynch, Prudential Securities, Shearson, PaineWebber, Wachovia, and Morgan Stanley. During his career, he managed a $1.5 billion book of business to include corporate executive services and private clients. He has also successfully assembled multiple resource teams in four situations to serve his diverse client base. He is currently CEO of Hayden Royal and Owner of Zermatt Wealth Partners.
Phone: 704.919.0439 | email@example.com
Angela Hajek, Finance Director
Angela joined Hayden Royal in January 2015 as Finance Director with over thirteen years of accounting experience. Ten of those years have been in the financial services industry where she gained a wealth of knowledge on both the broker side as well as the registered investment advisory side. Outside of the office, Angela enjoys spending time with her family and friends and traveling.
Phone: 704.919.0439 | firstname.lastname@example.org
Sarah Westbrook, Chief Compliance Officer
During her 19+ years in the financial services industry Sarah has served as CCO for multiple broker-dealers and registered investment advisors. As a consultant, prior to her role at Hayden Royal, LLC, she served as a relationship manager for over 20 Broker/Dealers and Registered Investment Advisers. Her responsibilities included training CCO’s, managing regulatory audits, assisting firms in determining critical compliance and supervisory functions.
Phone: 704.919.0439 | email@example.com
Stephen P. Clifford, Director of Insurance Platforms
A career sales executive, Mr. Clifford spent most of the past 35 years building and managing sales teams for major US insurance companies. His product expertise centered around Retirement Planning with a focus on annuities and income planning. During his career he hired, trained and developed more than 250 sales professionals. He was highly regarded as a professional speaker and was called on frequently to give presentations on topics relevant to Retirement Planning. He retired from MetLife at the end of 2012 after 12 years as Sales Manager for their Eastern Division. He currently works as Director of Insurance Platforms for Hayden Royal Insurance Services. Prior to launching his career in the financial services industry, Mr. Clifford spent 15 years in the newspaper business, serving in a number of business management roles for Knight-Ridder Newspapers’ properties in Miami, Macon, GA and Charlotte.
Mr. Clifford holds a Bachelor of Science degree in Mathematics from The Citadel, a Bachelor of Arts in Psychology from the University of North Carolina-Charlotte and a Masters in Business Administration from the University of South Carolina. He is a Vietnam War Era veteran, having served as a US Army 1st Lieutenant from 1968 to 1970. He and his wife, Martha, live in Charlotte, have four children and are about to welcome their eleventh grandchild.
Phone: 704.919.0439 | firstname.lastname@example.org
Eric worked at Sovereign Advisors, a $1.5 billion+ AUM RIA, where he took an active interest in trading and analytics. He next joined Ewing Asset Management where he helped the RIA startup get off the ground. Eric set a goal of passing 100mil AUM, and oversaw the RIA as it achieved this milestone. In 2015, Eric began working at Hayden Royal with the objective of enhancing the advisor support and developing the firm's asset management capabilities.
Phone: 704.919.0439 | email@example.com
Before starting with Hayden Royal, Hayley spent her first seven years out of college working as a financial manager with Johnson Lexus. Lexus has the motto of “The passionate pursuit of Perfection”, which was a great first corporate job experience for learning that superior client service is something to always strive for. Hayley then had the entrepreneurial spirit call her to open and run her own business for eight years in the fashion industry, opening her own women’s boutique in Raleigh, NC. Since she had experience being on the end of signing commercial leases for her boutiques, she decided to get her NC real estate license. After her boutique she decided to get back into the financial world and started working with Louis Dworsky and Hayden Royal. Since she started a business from ground up already, she really enjoys assisting Hayden Royal grow in the RIA market space. Hayley has her Series 65 license and provides support within multiple facets of the business whether it be operations, marketing, transitions or real estate.
Phone: 704.919.0439 | firstname.lastname@example.org