Introducing Bill Sweet CFP® – the newest addition to Ritholtz Wealth Management

It is with great pride that I introduce you to Bill Sweet, the newest addition to our team at Ritholtz Wealth Management. Bill hails from Tuxedo Park, New York and, in addition to being a Certified Financial Planner, is a tax expert and a combat veteran of the US Army.

Bill was a part of Operation: Iraqi Freedom 1, the initial invasion force that swept Saddam Hussein from power in 2003. After the 3rd Marine Division (3rd ID) swept through, Bill’s armored company was tasked with the clean up and patrol of the city of Baghdad. After coming under fire, Bill was awarded the Bronze Star for Valorous Action in Combat. He finished his career at Fort Knox as a company captain in charge of the drill sergeants.

An interesting thing happened for Bill at Fort Knox that would change the course of his life and career. As he puts it, somewhere along the line he was “volunteered” by the army to become a Tax Assistance Officer, charged with helping soldiers file their taxes. He helped 50 soldiers on the base handle their finances in the first year. This led Bill joining his father-in-law’s tax practice when he left the army, and, through reverse inquiry, the giving of financial advice to his clients.

Bill found that he had a great interest in helping people with their investments and portfolios. In 2012, he attained the Certified Financial Planner designation and began providing advice full-time.

Bill brings his expertise, his clients, and a desire to add value to their lives to Ritholtz Wealth Management in his new role as Investment Advisor Representative. We couldn’t be happier to have him joining us in our New York City headquarters.

Bill’s full bio is live on the RWM site here.

Welcome aboard!

Follow Bill on Twitter here!

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  1. Bill Sweet’s Year End Checklist – Courtier en Bourse commented on Nov 28

    […] en planification fiscale et planificateur financier agréé Bill Sweet ( L'histoire personnelle de Bill est ici ) travaille tous les jours au nom de nos clients examinant des portefeuilles, identifiant des […]

  2. Bill Sweet's Year End Checklist | Me Stock Broker commented on Nov 28

    […] expert and certified financial planner Bill Sweet (Bill’s personal story is here) works every day on behalf of our clients, reviewing portfolios, identifying solutions and saving […]

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