Meet Our Team | Charles Carroll Financial Partner

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®


Carroll W. “Bill” Hayes, MBA, CFP® Mr. Hayes started his financial career at Merrill Lynch in 1989. 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 from 2011 to 2016. 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. 

Learn more about the benefits of working with a CFP

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G. Andrew Conway


Andrew Conway started his career in the finance industry as a sales and retirement specialist for an ETF asset manager. Most recently, Andrew worked as a high school chemistry teacher, varsity squash and tennis coach, and associate director of college counseling at St. Sebastian’s School in Needham, MA. At CCFP, Andrew oversees a wide range of corporate responsibilities including business development, marketing, operations, and investment analytics. His expertise is college planning, ETFs, retirement plans for small businesses, and emerging technologies.

Andrew is a graduate of Harvard University. In his free time, he can be found spending time with his wife, two boys, and dog. He loves cooking, playing board games with friends, and playing squash.

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If you’re looking to find a fee-only CFP® 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.


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.


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


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


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

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