William Sweet CFP®

Bill is an Investment Advisor Representative at Ritholtz Wealth Management and is responsible for building, maintaining, and monitoring clients’ financial plans. His specialty and focus of his career as an investment professional is on minimizing the devastating impact of income taxes on investment returns. He was promoted to serve as the firm's Chief Financial Officer in January of 2018

Prior to joining Ritholtz Wealth, Bill was the President of Stevens & Sweet, an accounting and tax firm located in Tuxedo Park, New York, where he led the Tuxedo Chamber of Commerce from 2008-2015. 

Bill served on active duty in the United States Army as an Armor Officer for six years, and was awarded the Bronze Star for valorous action in combat as an M1A1 Abrams Tank Platoon Leader during Operation Iraqi Freedom. He spent three years at Fort Knox, KY, as a basic training company commander, and today takes care of clients with experience gained from leading soldiers. 

Bill holds a degree in Computer and Systems Engineering from Rensselaer Polytechnic Institute (RPI). He volunteers as Treasurer of the Tuxedo Park Library. His wife, Jayme, is a high school English teacher. Bill & Jayme are new parents as well - they welcomed their first child, Samuel, in early 2017