Paul J. Carroll CFP

​​Paul J Carroll, CFP®, is the founder and CEO of Avion Wealth, an elite wealth management firm to successful business leaders. Using a consultative approach, and working with a team of experts, Paul serves to protect his clients’ wealth, while mitigating their taxes, taking care of their heirs, protecting their assets from being unjustly taken and maximizing the impact of their charitable giving.

His education and entrepreneurial experience give him the expertise to understand the unique needs of successful business leaders. He is the author of five books and many white papers. He is a Certified Financial Planner™ with a master’s degree in finance from Texas A&M University.

When not traveling to visit clients out-of-state, Paul splits much of his time between Austin and Houston, where he was awarded Houston’s Top Wealth Managers Award for the last seven years—and counting—by the Houston Business Journal.

Connect with Paul at www.AvionWealth.com.

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