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Welcome John Williams and Victoria Finlay to Bautis Financial

October 1, 2018 by Marc Bautis
John Williams and Victoria Finlay recently joined Bautis Financial in the roles of Associate Wealth Advisor and Client Service Associate.  John and Victoria will help increase the level of service we provide to our clients.
John Williams, Associate Wealth Advisor.  John has an MBA from Lasalle University and recently was working as a financial advisor for Mass Mutual.  You can read John’s bio at https://bautisfinancial.com/john-williams/
Victoria Finlay, Client Services Associate.  Victoria is a recent graduate from Virginia Tech with a Bachelors of Science in Economics  with a concentration in Financial Planning. You can read Victoria’s bio at https://bautisfinancial.com/victoria-finlay/
Category: Miscellaneous
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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.

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

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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)?

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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.

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Montclair, NJ 07042
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