Paul Jamess Carroll

Chief Executive Officer at

Avion Wealth LLC

Consumer Services

Finance

Profile

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.

Paul Jamess Carroll active positions

Companies	Position	Start
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.	Chief Executive Officer	2003-11-13
The Cynthia Woods Mitchell Pavilion The Cynthia Woods Mitchell Pavilion Movies/EntertainmentConsumer Services Operates as a amphitheatre	Director/Board Member	-

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Private companies	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