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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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bautis financial secure your castle achieve your dreams

Our Team – John Williams

John Williams

Wealth Advisor

862-205-5800
[email protected]

John’s passion for financial planning is deeply rooted in a desire to help others and to make a massive impact with all his endeavors.  After working for 15 years in the running retail industry helping business owners with their sales and revenue, owning his own retail business and receiving his MBA in Finance, John decided that the best way to align his passion with his profession was to shift his career towards financial services.  He started this journey with MassMutual of Metro NYC and after a few years he joined the Bautis Financial team as a Wealth Advisor and Financial Planner.  

Whether John is meeting with a prospective client or working with a client on an ongoing basis, his focus is always on making sure the advice he gives is fully aligned with their values and goals.  When he is not working with his clients, he is immersing himself in the world of financial planning.  This involves staying on top of the latest trends, tax laws, investment opportunities, technology and constantly continuing to look for ways to improve the value he passes on to his clients.  

First and foremost John is a family man.  When he is not working he can be found spending time with his wife Angela and his sons; Leo, Hamilton, Miles and Henry.  John also enjoys running and triathlons where he’s completed an ironman and several marathons.   

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Latest Podcasts

How to Teach Your Children to Invest Like a Honeybee With Henry Svec

Episode 148 – How to Teach Your Children to Invest Like a Honeybee With Henry Svec

March 24, 2023 By Bautis Financial

Henry Svec, a long-time investor turned bee-keeper, was inspired to write a children’s book based off of the similarities he saw between honeybees and essential investing principles. Tune in to see how this unique correlation can spark conversations with you and your children or grandchildren.

The Silicon Valley Bank Collapse

Episode 147 – The Silicon Valley Bank Collapse: How You Can Protect Yourself

March 16, 2023 By Bautis Financial

In the wake of unexpected bank failures, regulators have raced to contain the fallout in the U.S. banking system. But how will all of this impact the markets? And what can you do to protect yourself (and your money)?

Helping Heroes Buy and Sell Real Estate

Episode 146 – ​​Helping Heroes Buy and Sell Real Estate With C. David Cain

March 10, 2023 By Bautis Financial

Learn how military, law enforcement, firefighters, health care, emergency personnel and teachers can benefit from the Heroes Home Advantage program, which offers a generous rebate or credit when buying, selling or refinancing a home.

More Podcasts

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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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