Matt Bouthillette, CFP®, EA

Financial Planner and Director of Tax Planning at Oak Leaf Wealth Management

[Matt Bouthillette, CFP®, EA @mattbout5]

Proud to announce that I have verbally committed to continue my education and running career at Georgetown University #Hoyas

[Matt Bouthillette, CFP®, EA @mattbout5]

@markcecchini Equity

[SMB Attorney @SMB_Attorney]

"a healthy man wants many things, but a sick man only wants one thing".

[Rachael Camp, CFP® @camp_wealth]

At the start of the year, I set a stretch goal: 24 new clients in 2025.

Halfway through, and we’re nearly there (with dozens more conversations lined up).

So Camp Wealth is hiring our first associate financial planner.

The job post is coming soon, but if someone in your network would be a great fit, I’d love to hear from you.

[Jacob Turner @TheJacobTurner]

🚨Moment is hiring 🚨

I will teach you everything I know.

You will work with a team that is constantly improving.

You will get to be a part of something that is in the 1st inning.

***This is in person role in St. Louis, MO.

Job Description

Moment Private Wealth is actively seeking a Wealth Strategist to join our team. This is an in person role in St. Louis, MO. In this role, you will develop relationships with our clients through frequent interaction, providing dedicated service to meet client needs.

Moment provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.

Responsibilities

*Lead the setup and maintenance of all client-facing platforms
*Maintain the client service process for existing clients
*Support team by ensuring the client review process is prepared in advance with set deadlines
*Research unique and complex situations as they arise
*Opportunity to be in client and prospect meetings
*Execute trades via through 3rd party custodians
*Coordinate new client onboarding, which includes account opening, account transfers, and confirmation of incoming assets.
*Monitor client cash balances and work with advisors to determine client-specific cash management.
*Work with third-party Custodians to meet critical deadlines and industry cut-off times
*Help in daily operations and developing a comprehensive understanding of team processes and procedures
*Answer incoming phone calls to the firm

Qualifications

*Bachelor's degree in Finance or a related field
*3+ years of work experience
*Series 65 or willing to get licensed
*CFP or current CFP track required
*CPA, or other relevant designations are a plus
*Experience working with Fidelity/Wealthscape
*Experience executing trades
*Experience with social media sites such as X, LinkedIn, YouTube, and Instagram

Email resume to info at Momentprivatewealth . com

[SMB Attorney @SMB_Attorney]

Let’s all get rich and then do awesome stuff life this.

God damn this is so cool!

You HAVE TO watch this.

Props to @stoolpresidente.

So cool.

[Travis Gatzemeier, CFP® @T_Gatzemeier]

Just revised and updated 16 end-of-the-year financial and tax planning strategies to review ASAP!

All in a one-page cheat sheet.

Want a copy? Reply with "year end planning" or retweet this, and I will DM you a copy!

[Kailey Leinz @kaileyleinz]

Just a quick calendar reminder:

November 2- Fed Decision
November 4- Jobs Report
November 8- Midterms
November 10- CPI Data
December 2- Jobs Report
December 13- CPI Data
December 14- Fed Decision

[Tim Seymour @timseymour]

What do you do when 5 of the most successful hedge fund managers in history tell you in the last 24hours that markets look scary?

[Art Hogan @ArthurHoganIII]

It was a heavy news week, none of it able to tip over the apple cart. Great time to Pencils down / Beers up‼️#PDBU ⁦@OffshoreAle⁩ Y’all don’t forget to set your clocks back this weekend!

[Boston Globe Rhode Island @Globe_RI]

Former @LasalleAcadRI track standout Jack Salisbury, an 11-time Rhode Island state track champion, will run in the first heat for the 1,500 meters at the U.S. Olympic trials in Oregon tonight. https://t.co/mnN9vjMXso

[Sean @SeanODowd15]

My wife and I live in a “starter house” in a quite wealthy area

If you look outside at 5am on a Saturday, you’ll see dozens of people running, biking, even rollerblading.

Everyone has ‘made it’ but they’re still working on themselves

There’s a definite correlation here

[Art Hogan @ArthurHoganIII]

I can think of 266K reasons right now to Pencils down / Beers up‼️ Have a great weekend!

[Ted Quigley @TQLSASports]

Congratulations to La Salle grad Jack Salisbury on breaking the 4 minute barrier in the mile with his 3:56.22. Not sure how many RIers have done it, but it can’t be a big list. @RIIL_sports @lasalleacadri

[Georgetown Track & Field / XC @HoyasTrackXC]

🚨 Meet our newest SUB 4 MILERS! 🚨

Jack Salisbury 3:56.22
Parker Stokes 3:59.89

[David M @davidmellyruns]

Spread the word - sign to save track & field and cross-country at Brown University. Not a big petition guy but this is a worthy one. CC: @citiusmag @flotrack @letsrundotcom https://t.co/vOPocotRw7

[Guy Adami @GuyAdami]

On many an occasion I would come here to think and pray.. I’m here today to do the same.. we will get through this together cc ⁦@Georgetown⁩

[Guy Adami @GuyAdami]

The view ⁦@Georgetown⁩ never gets old.. always great coming home

[Georgetown Track & Field / XC @HoyasTrackXC]

Spencer Brown wins the 800 in a PR of 1:49.12! Rowe 1:49.7, Bell 1:49.7 and E. Delgado 1:50.0 also have great efforts!