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S1Ep247 Leadership and Wealth Management Strategies with Paul Carroll
Wealth management is often seen as a numbers game—assets under management, returns, tax exposure—but for Paul Carroll, it's always been about people first. As the CEO and founder of Avion Wealth, Carroll has spent nearly two decades building a firm that redefines what it means to serve high-net-worth individuals and families. With a philosophy rooted in trust, leadership, and strategic clarity, he has grown Avion Wealth into a firm that manages over $850 million in assets, while maintaining a deep personal connection to clients and team members alike.
Carroll's approach to wealth management…
The skinny
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