Charles Carroll Financial Partners
Charles Carroll Financial Partners has Merged with Mission Wealth
This strategic merger enhanced Mission Wealth's ability to provide outstanding client service, aligning with the evolving needs of clients in the region.
Charles Carroll Financial Partners is Now Part of Mission Wealth
On March 1, 2024, Mission Wealth LP announced our merger with Charles Carroll Financial Partners, reinforcing the latter’s commitment to delivering exceptional client service and strengthening its internal succession plan. This merger represents the fourth integration in the past thirteen months for Mission Wealth and a union where Mission Wealth welcomes the firm’s 37th partner.
A Growing Team With More Resources
If you need to reach Bill or Andrew, please use the updated contact information below.
Carroll W. “Bill” Hayes, MBA, CFP®
Partner and Senior Wealth Advisor
Phone: (855) 585-3600
bhayes@nullmissionwealth.com
G. Andrew Conway
Wealth Advisor
Phone: (508) 830-0600
aconway@nullmissionwealth.com
