How This $850M Money Manager Reframes Failure: Succeed, Fail, or Learn Paul Carroll CEO Avion Wealth

Guest


Paul Carroll Avion Wealth $850 Million AUM





Website:


https://www.avionwealth.com/





Paul’s bio:





Paul is the founder and CEO of Avion Wealth, LLC. Avion Wealth
was seen as a venue for Paul to serve his clients, not through
the traditional broker-dealer avenue, but as a consultative,
trusted advisor looking for holistic solutions to a complex
wealth management plan. His vision was to create a client-centric
firm that places service before sales.





Paul leads a team of wealth managers in building and executing
financial plans for high-net-worth individuals and families. By
establishing and maintaining open lines of communication, Paul
stays up to date on clients’ lives so that he can proactively
provide guidance and direction as they navigate the challenges
and opportunities presented to them.





While not with clients, Paul spends time working on the
development of his team, the firm, and the community. Both
internally and externally, he takes pride in seeing the success
of others.





Paul graduated summa cum laude from the University of Maryland in
1985 with a Bachelor of Science degree in Business. He
subsequently earned his Master of Science degree in Finance at
Texas A&M University, graduating in 1987. To best serve his
clients, Paul earned the CERTIFIED FINANCIAL PLANNER designation
and encourages his team to do the same.





While not in the office, Paul enjoys going to the theater, live
music, and travel. Paul has been a pilot for over 30 years and
still enjoys piloting his team to visit clients around the
country. An accomplished sailor and scuba diver, Paul can often
be found close to the nearest body of water.