Paul Jamess Carroll
Chief Executive Officer at Avion Wealth LLC
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 LLC is an independent registered investment adviser and wealth management firm Headquartered in The Woodlands, Texas. The firm was founded by Paul J. Carroll in 2003 as Efficient Wealth Management LLC. Avion Wealth provides investment advisory services to individuals (including high-net worth individuals and trust). They also provide services to charitable organizations, corporations and other business entities. | Chief Executive Officer | 2003-11-13 |
The Cynthia Woods Mitchell Pavilion
 The Cynthia Woods Mitchell Pavilion Movies/EntertainmentConsumer Services The Cynthia Woods Mitchell Pavilion operates as outdoor amphitheater. It caters performing arts events, educational outreach programs, and contemporary entertainment. The company was founded in April 1990 and is headquartered in The Woodlands, TX. | Director/Board Member | - |
Training of Paul Jamess Carroll
| University of Maryland | Undergraduate Degree |
| Texas A&M University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Avion Wealth LLC
Avion Wealth LLC Investment ManagersFinance Avion Wealth LLC is an independent registered investment adviser and wealth management firm Headquartered in The Woodlands, Texas. The firm was founded by Paul J. Carroll in 2003 as Efficient Wealth Management LLC. Avion Wealth provides investment advisory services to individuals (including high-net worth individuals and trust). They also provide services to charitable organizations, corporations and other business entities. | Finance |
The Cynthia Woods Mitchell Pavilion
The Cynthia Woods Mitchell Pavilion Movies/EntertainmentConsumer Services The Cynthia Woods Mitchell Pavilion operates as outdoor amphitheater. It caters performing arts events, educational outreach programs, and contemporary entertainment. The company was founded in April 1990 and is headquartered in The Woodlands, TX. | Consumer Services |
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