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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

Buying Your First Business

Episode 110 – Mistakes to Avoid When Buying Your First Business With Elliott Holland

June 23, 2022 By Bautis Financial

If you’ve joined “The Great Resignation” to become an entrepreneur, like many, take this advice from due diligence expert Elliott Holland.

Stacked: Your Super-Serious Guide to Modern Money Management

Episode 109 – Bautis Financial Book Club: Stacked: Your Super-Serious Guide to Modern Money Management

June 15, 2022 By Bautis Financial

In this installment of the Bautis Financial Book Club, our team shares their top takeaways from “Stacked: Your Super-Serious Guide to Modern Money Management.”

Person Managing Money, Cash

Episode 108 – Stacked: Your Super-Serious Guide to Modern Money Management With Emily Guy Birken

June 8, 2022 By Bautis Financial

Emily Guy Birken’s humorous approach to money management helps drive home important lessons about stress, money mindset and mismatched financial beliefs between spouses.

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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Navigation

  • 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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