Bautis Financial Welcomes Summer Intern Charles DellaVolpe
Bautis Financial is excited to welcome Charles DellaVolpe to our team for the duration of the summer.
Episode 240 – What It Means to Be a Fiduciary With John Williams
What does it really mean to work with a fiduciary advisor — and why does it matter? In this episode, Marc Bautis and John Williams break down the fiduciary standard, bust common myths, and explain how the right advisor can lead to successful outcomes.
Dylan Kramer Joins Bautis Financial
Bautis Financial is excited to welcome our newest team member, Dylan Kramer, a Paraplanner.
Episode 88 – Bautis Financial Book Club: Elon Musk – Tesla, SpaceX, and the Quest for a Fantastic Future by Ashlee Vance
A biography telling the story of Elon Musk’s life and two businesses, this book paints the portrait of a complex man who has sparked new levels of innovation — overcoming hardship, earning billions and making plenty of enemies along the way.
Kayla Waller Joins Bautis Financial
Bautis Financial welcomes Waller, a Paraplanner, to the full-time team.
