Charles Carroll Financial Partners

Mission Wealth has merged with Charles Carroll Financial Partners!

This strategic merger enhances Mission Wealth's ability to provide outstanding client service, aligning with the evolving needs of clients.
hands with puzzle pieces

Mission Wealth Welcomes Bill Hayes and Andrew Conway

If you need to reach us, please use the updated contact information below.
Bill Hayes, Partner and Senior Wealth Advisor

Carroll W. “Bill” Hayes, MBA, CFP®
Partner and Senior Wealth Advisor
Phone: (855) 585-3600

Andrew Conway, Research Analyst

G. Andrew Conway
Research Analyst
Phone: (508) 830-0600

Mission Wealth Announces Merger with Charles Carroll Financial Partners

Needham, MA – March 1, 2024 – Mission Wealth LP has announced its 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.

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