facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Team

Roy Williams, ChFC® Photo Roy Williams, ChFC® Hover Photo
Read Bio

Roy Williams, ChFC®

CEO & Wealth Advisor

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 fifth year.***  He also has been named Best-In-State Wealth Advisor by Forbes/SHOOK in 2019, 2020, 2021, 2022, 2023, and 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 has recently published his first book, Only Retire Once: How to Avoid the 9 Deadly Mistakes of Retirement. For more information, CLICK HERE.

    


Michael Williams, CFP®, EA, ECA, CEPA® Photo Michael Williams, CFP®, EA, ECA, CEPA® Hover Photo
Read Bio

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

Managing Director & Wealth Advisor

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® Photo John DeAngelo, CFP® Hover Photo
Read Bio

John DeAngelo, CFP®

Managing Director & Wealth Advisor

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® Photo
Read Bio

Paul Esposito, CFA®, CFP®

Senior Portfolio Manager

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.  He 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 CFA Society of Philadelphia member.

In his free time, Paul enjoys spending time with his wife Nicole and twin daughters, Ava and Tessa, SCUBA diving, and saltwater fishing. He also volunteers for several charities, including Project Santa, a toy drive for a local women’s shelter.

H. Jeffrey Spivack Photo H. Jeffrey Spivack Hover Photo
Read Bio

H. Jeffrey Spivack

Director of Financial Planning

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.

Joseph C. Lembo, MBA, ERO Photo
Read Bio

Joseph C. Lembo, MBA, ERO

Senior Tax Accountant

Joseph C. Lembo, MBA, ERO

Senior Tax Accountant

Phone: 908-968-5906
Email: jlembo@prestigewag.com

Joe’s 25 years of tax experience in both private and public companies, lead roles held in the Tax and Business Advisory Consulting sector, and membership of the Federal and State Tax Audit group for a Fortune 500 pharmaceutical company make him a valuable resource to Prestige.

Joe graduated from Fairleigh Dickinson University with an M.B.A. in Accounting and Taxation. He was appointed Treasurer and then Vice President for the Tax Executives Institute’s NJ Chapter.

Joe has resided in Hunterdon County for over 20 years. When he’s not spending time with his family, he enjoys working on classic cars and motorcycles. He is also experienced at sporting clays. He is a lifelong NY Giants and Yankees fan and knowledgeable in sports trivia.

Vincent Bacchetta, CPA Photo Vincent Bacchetta, CPA Hover Photo
Read Bio

Vincent Bacchetta, CPA

Senior Tax Accountant


Vincent Bacchetta. CPA

SENIOR ACCOUNTING ADVISOR

Phone:  908-968-5915

Email:  vbacchetta@prestigeasg.com

BIO COMING SOON!

Denise Abney, CPA Photo Denise Abney, CPA Hover Photo
Read Bio

Denise Abney, CPA

Senior Tax Accountant

Denise Abney, CPA

SENIOR ACCOUNTING ADVISOR

Phone:  908-968-5916

Email:  dabney@prestigeasg.com

BIO COMING SOON!


Sara Daken, MBA Photo Sara Daken, MBA Hover Photo
Read Bio

Sara Daken, MBA

Staff Accountant

Sara Daken, MBA

Staff Accountant

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

Sara provides income tax and accounting services to Prestige Wealth Accounting 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.

Lorem ipsum...

Nathaniel Hodgson Photo Nathaniel Hodgson Hover Photo
Read Bio

Nathaniel Hodgson

Senior Client Services Associate and Compliance Associate

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 Photo Rachel Matthews Hover Photo
Read Bio

Rachel Matthews

Director of First Impressions

Rachel Matthews

DIRECTOR OF FIRST IMPRESSIONS

Phone: 908-968-5910

Email:  rmatthews@prestigewmg.com 

Rachel joined Prestige in 2024. A graduate of Elizabethtown College with a degree in History and Child Psychology, she has continued to pursue scholarly interests by taking 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 and 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 Photo Cherie André Hover Photo
Read Bio

Cherie André

Client Relations Manager

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 fifteen 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.

Stacy Riley Photo Stacy Riley Hover Photo
Read Bio

Stacy Riley

Marketing Coordinator

Stacy Riley

MARKETING COORDINATOR

Phone:  908-968-5912

Email:  sriley@prestigewmg.com 

Stacy Riley joined Prestige in October 2021 as their marketing coordinator to help assist in their marketing and brand awareness efforts.  Before Prestige, Stacy worked as a Director of Sales and Marketing for Marriott Hotels in Bridgewater, NJ.    Stacy is a Rutgers University graduate, earning her degree in Human Ecology & a minor in US history.   

In her spare time, Stacy enjoys spending time with her 3 girls; the 2 youngest are involved with club volleyball and club softball. Stacy is a huge Notre Dame, Eagles, and Phillies fan and enjoys taking her girls to these sporting events. She is also a lover of wine and loves to dine out with friends and family.