Carroll W. "Bill" Hayes

Principal at Charles Carroll Financial Partners
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Bio

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Credentials

  • Certified Financial Planner
    CFP Board of Standards
    Jan, 2008
    - Sep, 2024

Experience

  • Charles Carroll Financial Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Principal
      • 2008 - Present

      Charles Carroll Financial Partners is a FEE_ONLY, fiduciary based, independent Registered Investment Advisor servicing clients throughout the U.S. We believe in the principles set forth in the CERTIFIED FINANCIAL PLANNER Board of Standards in providing services to our clients. We provide a full financial plan, for our clients, as part of the management of client accounts. Our management employs a proprietary investment methodology that utilizes individual securities as the main investment vehicles for client accounts. Bill is a current member of NAPFA.

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President Private Access
      • 2002 - 2008

      In the Private Access position at Fidelity Investments, the responsibilities included the relationship building, investment management services and planning advice for a diverse client base that was international in scope. During his employment at Fidelity Private Access assets associated with his book of business exceeded $3 Billion. In the Private Access position at Fidelity Investments, the responsibilities included the relationship building, investment management services and planning advice for a diverse client base that was international in scope. During his employment at Fidelity Private Access assets associated with his book of business exceeded $3 Billion.

  • Fisher Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • 2000 - 2002

      In the position as Vice President Fisher Investments, Mr. Hayes was responsible for the development of business in New England for the California based organization. In the position as Vice President Fisher Investments, Mr. Hayes was responsible for the development of business in New England for the California based organization.

    • Wealth Management Consultant
      • 1992 - 2000

      While at Fidelity Investments Mr. Hayes had various roles including positions with the emerging market 401(k) group selling to small and mid-sized firms on the East Coast Fidelity's 401(k) services. In addition, he held positions within the money management group at Fidelity known as Portfolio Advisory Services, where he held the responsibility as a Wealth Management Consultant to review fidelity client situations for the appropriateness of using the asset management product of Fidelity Investments.

Education

  • Suffolk University - Sawyer Business School
    MBA, Finance
    2002 - 2004
  • Marquette University
    BA, Political Science

Community

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