William Vaughan, CFP®

Advisor

How I Arrived at Ritholtz

“As a life-long football fan, I started my career as a production assistant working for NFL Films where I got to work on exciting projects like Hard Knocks and Inside the NFL. I developed a passion for personal finance along the way and decided to make the jump into wealth management where I felt I could have a greater impact. Since then, I worked as a wealth advisor at a large RIA in NJ for 9 years. I learned about Ritholtz Wealth Management through the Compound podcast and decided to reach out to see what the company was all about. When I met the team, I was astounded by the warm collaborative environment, the entrepreneurial spirit, and the maniacal focus on excellent client service. I knew this was where I had to be!”

Favorite Part Of The Job

“I love solving hard problems for clients and taking that financial weight off their shoulders. There’s no better feeling. When you can bring someone’s financial goals into reality, it makes the hard work worth it.”

When I'm Not Working

“I love traveling and have been to over 20 countries so far. I also enjoy learning languages and becoming fluent in French and Spanish is a top goal! I love playing sports, watching football, and reading on the weekends. I am passionate about working in the community and I’m heavily involved in a number of nonprofits in the Northern New Jersey area.”

Education/Certifications

Yale University, Ecology & Evolutionary Biology

CERTIFIED FINANCIAL PLANNER®

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Kris Venne, CFP®
Kris Venne, CFP®
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Kris Venne, CFP®
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William Vaughan, CFP®
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Kyla Candelaria
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Michael Batnick, CFA®
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Kevin Young, CFP®
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Daniel Parra
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Jonathan Novy
Jonathan Novy
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Daniel Baxter
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Duncan Hill
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Adam Gock
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Benjamin Coulthard, CFP®
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Ross Cohen, CFP®
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Bill Artzerounian
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Matt Lohrius, CFP®
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Jacobi Poesch
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Sr. Client Service Associate
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Andrea Diltz
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Lisa Paul
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Ian Cully, CFP® CFA®
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John Grayson
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Nicole Samoroukova
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Lauren Spears
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Barry Ritholtz
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Patricia Hatzfeld
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Jake Turner, CFP®
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Everett Taylor, CPA®
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Anna Chaiken
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Matt Cerminaro
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