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

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


This Office

374 Court St Plymouth, MA 02360-7307 Phone: (781) 444-7700 Fax: (781) 517-1717

Other Offices

1329 Highland Avenue Suite 6 Needham, MA 02492 Phone: +1 (855) 585-3600 Fax: (781) 517-1717