![Paul Jamess Carroll](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Paul J.
Carroll is a Principal & Wealth Manager at Avion Wealth LLC.
He is also the Founder & Chief Executive Officer of the firm.
Mr. Carroll leads a team of wealth managers in building and executing financial plans for high net worth individuals and families.
Mr. Carroll 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.
He has a Certified Financial Planner designation.
Postes actifs de Paul Jamess Carroll
| Sociétés | Poste | Début |
|---|---|---|
Avion Wealth LLC
 Avion Wealth LLC Investment ManagersFinance Avion Wealth builds custom asset allocation models built around their client’s specific needs and holdings, incorporating the latest methodologies including dynamic asset allocation, household level rebalancing, tax managed asset location, among others. | Directeur Général | 14/11/2003 |
The Cynthia Woods Mitchell Pavilion
 The Cynthia Woods Mitchell Pavilion Movies/EntertainmentConsumer Services Operates as a amphitheatre | Directeur/Membre du Conseil | - |
Formation de Paul Jamess Carroll
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Texas A&M University
 Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Cynthia Woods Mitchell Pavilion
The Cynthia Woods Mitchell Pavilion Movies/EntertainmentConsumer Services Operates as a amphitheatre | Consumer Services |
Avion Wealth LLC
Avion Wealth LLC Investment ManagersFinance Avion Wealth builds custom asset allocation models built around their client’s specific needs and holdings, incorporating the latest methodologies including dynamic asset allocation, household level rebalancing, tax managed asset location, among others. | Finance |
