Our Team

Roy Williams, ChFC^®

CEO & Wealth Advisor

Phone: 908-968-5901
Email: rwilliams@prestigewmg.com
  

Roy is President, Founder, and principal owner of Prestige Wealth Management Group. He has over 30 years of professional experience in financial planning and investment management. He holds the Chartered Financial Consultant designation through the American College in Bryn Mawr, PA, and earned his degree in finance from Lycoming College in Williamsport, PA. Roy is also a member of the Financial Planning Association and the Society of Financial Service Professionals.

Roy is recognized for his knowledge and experience in the financial industry, and his insights have been featured on CNBC and Fox Business News and in The Wall Street Journal, Dow Jones Newswires, SmartMoney, and Reuters. Locally, his insights have appeared in The Star-Ledger, The Hunterdon County Democrat, The Courier News, and other respected publications.

Roy has achieved several industry accolades throughout his career, including being named to Barron’s Top 1,000 Advisors* for 2009, 2010, 2011, 2014 & 2015. In a 2010 issue of Registered Rep. Magazine, he was named one of America's Top 100 Independent Advisors.** In the January edition of New Jersey Monthly, Roy was recognized as a Five Star Wealth Manager for the sixth straight year.***  He also has been named Best-In-State Wealth Advisor by Forbes/SHOOK in from 2019 - 2024. 

Roy enjoys family travel and is passionate about horses, boating, fishing, fine wine, fine dining, and barbecuing at home. He participates in CrossFit, spinning, and hiking and is active in fundraising activities for local charities such as the Bonnie Brae School and Residential Treatment Center, and the Hunterdon Medical Center. Roy is very involved in the community of Flemington and Hunterdon County in general, as an active member of the Hunterdon County Chamber of Commerce, Flemington Lions Club, and 200 Club of Flemington, and as a former board member of SAFE in Hunterdon.

Roy is also a published author of Only Retire Once: How to Avoid the 9 Deadly Mistakes of Retirement. For more information, CLICK HERE.

Michael Williams, CFP®, EA, ECA, CEPA®

Managing Director & Wealth Advisor

Phone: 908-968-5902
Email: mwilliams@prestigewmg.com

Michael graduated from James Madison University with a Bachelor of Business Administration in Finance and has over 10 years of financial services experience. Michael is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, an IRS Enrolled Agent(EA), an Equity Compensation Associate(ECA), a Certified Exit Planning Advisor(CEPA), and holds  Series 7, Series 66, and Series 24 registrations from the Financial Industry Regulatory Authority (FINRA), as well as holding New Jersey Life, Health, and Accident insurance licenses. 

Before joining Prestige, Michael worked at Wells Fargo within their Commercial Real Estate Group, where he was the lead equity underwriter for over $700MM in multifamily real estate investments. In this role, he was responsible for structuring and analyzing each investment's feasibility and identifying the risk and profit metrics of each deal. Before that, he worked as a Credit Analyst for Ambac Assurance Corporation, performing credit analysis on various financial products ranging from real estate projects to municipal bonds.  In his spare time, Michael enjoys spending time with his wife, Anna, daughter Avery, and son Jacob. He is also an avid Brazilian Jiu-Jitsu practitioner who enjoys training and competing in tournaments nationwide.

John DeAngelo, CFP^®

Managing Director & Wealth Advisor

Phone: 908-968-5903
Email: jdeangelo@prestigewmg.com

John joined Prestige in 2012 with 14 years of professional wealth management experience. John graduated from Stockton College with a B.S. in Business, is a CERTIFIED FINANCIAL PLANNER™, and is a licensed Insurance Representative with FINRA Series 7 and 66 registrations. Before joining Prestige, John was a Wealth Manager at Merrill Lynch, providing financial solutions for families and small businesses. As a Wealth Advisor and Managing Director, John develops unbiased strategies and recommendations for clients’ complex financial needs.

John is a member of the Financial Planning Association, the CFA Institute, and the New York Society of Security Analysts. He enjoys spending time with his family, playing golf and other outdoor sports, and rooting for the Jets in his spare time. John also enjoys giving back to the community and is involved with various charities, including the American Cancer Society, St. Joseph’s Children’s Hospital, The Ladybug Foundation, and Arts Horizons.

Paul Esposito, CFA^® , CFP^®

Senior Portfolio Manager

Phone: 908-968-5905
Email: pesposito@prestigewmg.com

Paul R. Esposito is the Senior Portfolio Manager at Prestige Wealth Management Group and has over a decade of investment management experience. He is responsible for global capital market research, formulating strategic and tactical asset allocation recommendations, and conducting fund manager due diligence.

Before joining Prestige, Paul was the Portfolio Manager for Alliance Wealth Management Group in Flemington, NJ.  In this role, he created the firm’s investment process and managed all client portfolios. Paul was also a Portfolio Manager for the Northeast Region of Wells Fargo’s Trust Department in Wilmington, DE. He managed trust and private wealth accounts exceeding $400 million. Paul began his career at Vanguard in Malvern, PA, providing wealth management services to institutional and individual high-net-worth clients.

Paul earned his Bachelor of Science in Finance from the Haub School of Business at St. Joseph’s University in Philadelphia, PA. He also holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner ™ (CFP®) designation and is an active member of the CFA Society of Philadelphia.

H. Jeffrey Spivack, M.Sc., CFP®, AAMS®, MPAS®

director of financial planning

Phone: 908-968-5904
Email: jspivack@prestigewmg.com

Jeff serves as the Director of Financial Planning at Prestige Wealth Management, driving and advancing Prestige's advice-driven value proposition by delivering comprehensive financial planning advice to our clients, focusing on wealth accumulation, management, preservation, and distribution.  

Jeff's professional history includes over 35 years of extensive experience in financial, investment, and estate planning expertise. He is a Certified Financial Planner® with a Master of Science (M.Sc.) in Personal Financial Planning. His career has been devoted to supporting and training advisors, helping them to serve their clients as subject matter experts in financial and investment planning. Before joining Prestige Wealth Management, Jeff managed firm-level wealth planning departments and initiatives at several large and regional firms (including Citizens Securities, Janney Montgomery Scott, and Stifel Nicolaus), served on several industry councils and advisory boards, and frequently presented at industry forums and to the public on topics of financial planning, advice-driven value propositions, and advocating for planning-based resources to the public.

Jeff is also a published author and subject matter expert in financial, estate, and tax planning. He has penned a series of articles on planning-centric business practices for industry, corporate internal publications, and the public. In the past, he has been quoted frequently in print and on television. Jeff also teaches classes in the Certified Financial Planner curriculum for students at Temple and Duquesne Universities and for industry. 

Academically, Jeff earned his B.S. in Finance, Economics, and Marketing from Drexel University. He continued his professional education, earning a Certificate in Financial Planning from Kaplan University and the Certified Financial Planner™ and Accredited Asset Management Specialist designations. In 2011, Mr. Spivack earned his Master of Science degree in Personal Financial Planning.

Jeff lives with his wife and son in Yardley, PA, where he is an avid fisherman and woodworker.

Vincent Bacchetta. CPA

SENIOR ACCOUNTING Accountant

Phone:  908-968-5915

Email:  vbacchetta@prestigeasg.com

With over 30 years of experience as a Certified Public Accountant, Vincent specializes in delivering innovative financial strategies and personalized solutions tailored to high-net-worth individuals and small business owners. Vincent has cultivated a well-rounded skill set that blends passion, personality, and technical expertise. Before joining Prestige, he successfully owned and operated Bacchetta & Company, a full-service CPA firm in Califon, NJ. His hands-on experience in financial planning, tax optimization, and business consulting has consistently helped clients protect and grow their wealth. He is dedicated to providing timely and exceptional client service to all our clients.  Combining extensive knowledge with hands-on experience, Vincent provides practical solutions tailored to client needs.

 Outside work, Vincent enjoys cycling, hiking, yoga, and cherishing time with his grandkids, drawing inspiration and balance from his active lifestyle.

Denise Abney, CPA

SENIOR ACCOUNTING ADVISOR

Phone:  908-968-5916

Email:  dabney@prestigeasg.com

With over 20 years of experience as a Certified Public Accountant (CPA), Denise is dedicated to providing exceptional tax and accounting services to our clients. Specializing in financial statement preparation, Denise ensures clients receive accurate and insightful financial information to make informed decisions.

A graduate of the College of St. Elizabeth (now a university) with a Bachelor of Science degree, Denise combines extensive knowledge with practical expertise. Beyond professional achievements, Denise enjoys spending quality time with family and friends. Her hobbies include travel, walking, yoga, and cooking, bringing a well-rounded and balanced approach to both life and work.

Frank Crea, EA

Senior staff Accountant

Phone: 908-968-5906
Email: fcrea@prestigeasg.com

Frank holds a Bachelor’s in Accounting and Management from the College of Staten Island. With over 10 years of experience in the tax and accounting industry, Frank has developed a reputation for delivering expert guidance and personalized client support.  As an Enrolled Agent, Frank is dedicated to helping clients navigate complex tax matters with confidence.

 Outside of work, Frank enjoys playing pool, exploring new destinations through travel, and discovering unique culinary experiences at different restaurants. His passion for excellence and enthusiasm for life bring a well-rounded approach to his professional and personal endeavors.  

Not affiliated with Osaic Wealth, Inc

Sara Daken, MBA

Staff Accountant

Phone: 908-968-5907
Email: sdaken@prestigewag.com

Sara provides income tax and accounting services to Prestige Accounting Services Group’s individual and business clients.

Before joining Prestige Wealth Accounting Group, Sara was a staff accountant for three years in a public accounting firm. She graduated from Berkeley College with a B.S. in Accounting and received her M.B.A. with a concentration in Accounting from Strayer University. Sara is currently pursuing the CPA designation.  

Sara enjoys spending time with her husband and two daughters in her spare time.  Her hobbies are photography and makeup artistry.

Nathaniel Hodgson

SENIOR Client Services Associate

AND COMPLIANCE ASSOCIATE

Phone: 908-968-5909
Email: nhodgson@prestigewmg.com

Nathaniel graduated from Metropolitan State University of Denver with a BS in Finance and a concentration in Financial Services. He holds Series 7, 24, and 66 registrations from the Financial Industry Regulatory Authority (FINRA).  He joined Prestige after working with an Asset Management firm in New York, where he gained experience trading client accounts and assisting advisors with operational needs as a Trading and Operations Associate. His responsibilities at Prestige include improving the client experience from an operational standpoint and ensuring all clients receive the service they have come to expect.

Nathaniel enjoys attending concerts, watching almost all comedies, playing poker, and following New York sports. He is a diehard Yankees fan and enjoys going to their games.

Rachel Matthews

DIRECTOR OF FIRST IMPRESSIONS

Phone: 908-968-5910

Email:  rmatthews@prestigewmg.com 

Rachel is our Director of First Impressions.  Her primary responsibilities include creating a warm and welcoming environment for our clients upon arrival and managing our firm's day-to-day activities following our company brand and values.

Rachel’s professional history includes 15+ years specializing in upper-level administration in various industries, focusing on exceptional client service. She graduated from Elizabethtown College with a History and Child Psychology degree and has taken several master' s-level courses at Seton Hall University and Patten University.  She has also obtained a certificate for Understanding Foreign Economics from a Foreign Perspective from the University of International Business and Economics in Beijing, China. 

Throughout her career, Rachel has specialized in upper-level administration throughout a broad scope of varied industries. She has been granted a Notary Public commission from the State of New Jersey.

 In her personal time, Rachel enjoys taking fine art painting classes, traveling off the beaten path, and reading. 

Cherie André

Client Relations Manager

Phone: 908-968-5908
Email: candre@prestigewmg.com

Cherie graduated from the University of California Irvine with a Criminal Law degree and over twenty years of professional experience in financial services. Before joining Prestige, Cherie was a Senior Internal Wholesaler for American Skandia and Sage Life annuity firms. At Prestige, Cherie focuses on maintaining and developing client relationships and managing special company projects. She recently obtained her Life & Health Insurance license as well.

Cherie enjoys traveling, interior decorating, cooking, entertaining, playing the piano, and spending time with her son. Cherie is actively involved in her church and volunteers as a catechist, teaching a children’s PREP course.