Carroll (Bill) Hayes (CFP®, MBA)
Carroll (Bill) Hayes focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- Federal Employees
- Medical Professionals
- Retirement Plan Investment Advice
- Business Owners
- Corporate Executives
- Entrepreneurs
- Federal Employees
- Medical Professionals
- Retirement Plan Investment Advice
Planning Specialties
Mr. Hayes began his career in the financial services industry in 1989 with Merrill Lynch. He left Merrill Lynch in 1992 for Fidelity Investments. During his career at Fidelity Investments he held roles in various divisions of Fidelity. Those roles included positions in the Trust, 401(k), Brokerage, and Money Management divisions. He left Fidelity Investments in 1998 to work for the independent money management firm Fisher Investments out of Woodside, California. In 2001, he returned to Fidelity Investments in a managerial role and later led a Private Access team. Mr. Hayes holds an MBA from the Sawyer School of Business and holds the designation, CERTIFIED FINANCIAL PLANNER.
Additional Information
Currently serves on the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. Disciplinary & Ethics Commission.
NAPFA Start Date
July 17, 2019
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