EPISODE · Feb 11, 2025 · 18 MIN
How This $850M Money Manager Reframes Failure: Succeed, Fail, or Learn Paul Carroll CEO Avion Wealth
from Smart Money Circle · host Adam Sarhan
GuestPaul Carroll Avion Wealth $850 Million AUMWebsite: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.
What this episode covers
GuestPaul Carroll Avion Wealth $850 Million AUMWebsite: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.
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How This $850M Money Manager Reframes Failure: Succeed, Fail, or Learn Paul Carroll CEO Avion Wealth
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