Principal & Operating Officer
Carroll W. “Bill” Hayes, MBA, CFP® Mr. Hayes started his financial career at Merrill Lynch in 1989. In 1992, Bill left Merrill Lynch for Fidelity Investments. 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 within Fidelity and in 2001 he led a Private Access team based in Boston. In the Private Access role at Fidelity his responsibilities included managing a book of business in excess of $3 Billion and a client base that was international in scope. The experience at Fidelity convinced Bill that assisting clients in reaching their financial goals meant that “conflicts of interest” had to be eliminated.
In 2008 Bill established Charles Carroll Financial Partners along with his brother Mark C. Hayes. The firm is an Independent Fee-Only Financial Planning and Investment Management firm. Charles Carroll Financial Partners embraces its fiduciary responsibility to its clients.
Bill is a graduate of Marquette University, and holds an MBA from the Sawyer School of Management. Bill holds the designation, CERTIFIED FINANCIAL PLANNER, and currently presides as a Commissioner on the Disciplinary and Ethics Commission of the Certified Financial Planner Board of Standards. Bill resides in Massachusetts and travels up and down the East Coast meeting with clients of the firm.
Principal & Compliance Officer
Mark Charles Hayes is an attorney and principal at Carter, Fullerton, & Hayes where he has been employed for the past 15 years. Mr. Hayes received his B.A. from the University of Virginia and his JD from Fordham University.
He later attended Georgetown University where he received his LLM. Mark has been practicing law since 1986 and is licensed in various states throughout the U.S. Mark is licensed to practice on the federal courts level and has been involved in various estate, and tax cases throughout his career. Mark lives with his wife and two sons in Falls Church, Virginia and is a member of the University of Virginia alumni association.