Our Team

Meet Our Team

In 2008 Carroll W. “Bill” Hayes established Charles Carroll Financial Partners. The firm is an Independent Fee-Only Financial Planning and Investment Management firm. Charles Carroll Financial Partners embraces its fiduciary responsibility to its clients.

Carroll W. “Bill” Hayes, MBA, CFP®

Principal

Carroll W. “Bill” Hayes, MBA, CFP® Mr. Hayes started his financial career at Merrill Lynch in 1989. In 1992, Bill left Merrill Lynch 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. Bill held management positions at Fidelity and in 2001 led a Private Access team based in Boston. In the Private Access role his responsibilities included managing a book of business in excess of $3 Billion and a client base that was international in scope. 

Bill is a graduate of Marquette University, and holds an MBA from the Sawyer School of Management. Bill holds the designation, CERTIFIED FINANCIAL PLANNER, and presided as a Commissioner on the Disciplinary and Ethics Commission of the Certified Financial Planner Board of Standards, a four-year term.  Bill resides in Massachusetts with his wife Christine and travels throughout the U.S. meeting with clients of the firm.

Learn more about the benefits of working with a CFP

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Mark Charles Hayes, JD, LL.M

Principal & Operating Officer

Mark Charles Hayes is an attorney with more than 25 years of legal experience. Mr. Hayes received his B.A. from the University of Virginia and his JD from Fordham University School of Law. Mark also attended Georgetown University Law Center where he received his LLM in taxation. Mark has been practicing law since 1986 and is licensed in three (3) states. He lives with his wife in Falls Church, Virginia and is a member of the University of Virginia alumni association.

schedule a call with Mark

If you’re looking to find a CFP® in Boston, MA, or Washington DC with expertise and integrity, look no further than Charles Carroll Financial Partners.

Benefits of Working with a Certified Financial Planner

Best in the business: The CFP® Certification is the standard of excellence.
The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation is widely recognized as the highest standard in personal financial planning. When you choose an advisor with the CFP® certification, you are choosing a professional that you can trust.

CFP® professionals differ from other ‘financial planners’ in that they have completed extensive training, fulfilled education and experience requirements, and are held to strict ethical requirements.

By using a CFP® advisor, you can be sure that you will always receive recommendations that are in your best interests, from a professional who fully understands the complex nature of financial markets.

By fulfilling these requirements, advisors with the CFP® certification demonstrate their knowledge, expertise, and commitment to acting as a fiduciary.

Education

CFP® professionals must fulfill specific academic requirements, which include holding a bachelor’s degree and having completed a program of study in personal financial planning. In addition, every 2 years Certified Financial Planners™ must complete 30 hours of continuing education.

Examinations

All CFP® professionals must pass the rigorous CFP® certification examination. This assesses the ability of each advisor to apply their knowledge to specific situations.

Experience

The CFP Board requires all CFP® professionals have 3 years of professional experience in the financial planning process.

Ethics

CFP® professionals are required to adhere to strict ethical requirements and the highest standards of practice, as outlined by the CFP Board.

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free. 

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The information presented on this website is for information on matters of interest only. Given changing laws, rules and regulations, there may be delays, omissions or inaccuracies in information contained on this website. The information in this website is provided with the understanding that the authors and publishers are not herein engaged in rendering legal, accounting, tax, or other professional advice and services. Before making any financial decision, you should consult one of the Charles Carroll advisors. Every effort has been taken to see that the information contained on this website is accurate. Charles Carroll in not responsible for any errors or omissions, or for the results obtained from the use of this information. Charles Carroll and its employees are not liable to you or anyone else for a decision made or action taken based on the information on this website