Year-end Tax Insights!
Carroll W. “Bill” Hayes
“Listen with curiosity. Speak with honesty. Act with integrity.”
Bill Hayes is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in Boston, Massachusetts and the surrounding Northeast community. Drawing on his extensive experience in developing comprehensive solutions for complex financial situations, Bill takes great pride in guiding his clients towards their financial goals. With a multi-disciplinary approach that emphasizes collaboration and innovation, Bill is committed to ensuring his clients' long-term financial success.
Learn About Bill Hayes
Professional Background
Bill Hayes started his financial journey at Merrill Lynch in 1989. Bill holds the CERTIFIED FINANCIAL PLANNER™ designation and served as a Commissioner on the Disciplinary and Ethics Commission of the Certified Financial Planner Board of Standards from 2011 to 2016. Throughout his tenure at Fidelity Investments, Bill assumed diverse roles spanning various divisions, including Trust, 401(k), Brokerage, and Money Management. He also held managerial positions at Fidelity, and in 2001, he led a Private Access team headquartered in Boston. Bill has owned multiple businesses and that experience was beneficial in the formation of an independent investment advisory firm, in 2008, serving clients across the U.S.
Personal Pursuits
Along with Bill’s wife Christine, son Andrew, daughter-in-law Lydia, and grandsons Georgie and Brodie, Bill can be found spending time in their beloved Rocky Nook. Free time will usually find Bill on the water, attempting to play golf, following the now not so successful exploits of the New England Patriots, or the challenges of
being a New York Yankees fan in New England. Our long winters provide an opportunity for Bill and the family to ski and enjoy the beauty of New England.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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