Bill Hayes MBA, CFP®
Based in Boston, Bill assists business owners establish Cash Balance Plans and 401K plans for their employees. Bill’s experience in providing income and tax planning provides a blueprint to meet future financial goals and aspirations.
Ways to Connect
Who Bill Typically Helps
Business owners who may require coordinated investment and tax guidance but also with the employees of their firms that may need specific guidance due to their own family needs.
Serving Clients in
Boston • Needham • Wellesley • Washington, D.C. • Bethesda • Communities throughout New England and the Washington, D.C. metropolitan area
Available nationwide through virtual meetings
Questions Bill Helps Answer
- How can I improve tax planning for my small business?
- How can I design or optimize a retirement plan for my business?
- What tax and retirement strategies should physicians and medical-practice owners consider?
- How can I simplify investment decisions?
- How can I coordinate business and personal financial priorities?
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.
Bill joined Mission Wealth in February 2024 when Charles Carroll Financial Partners, the independent advisory firm he founded, became part of Mission Wealth. The integration preserved the personalized service clients valued while strengthening long-term continuity and expanding access to Mission Wealth’s broader services, tools, and expertise.
Listen with curiosity. Speak with honesty. Act with integrity.
Bill’s Frequently Asked Questions
Clients can expect a structured and collaborative process focused on simplifying investment and tax decisions. Bill evaluates the client’s financial situation, identifies the decisions that require attention, and develops a practical path forward designed to connect business, retirement, investment, and tax priorities
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.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor