Financial Gravity Welcomes New Partner Office in Plymouth

Financial Gravity Welcomes New Partner Office in Plymouth
27.12.2016 01:00 pm

Financial Gravity Welcomes New Partner Office in Plymouth

People Moves

Financial Gravity Companies, Inc. (OTC: POIL) is pleased to announce Charles Carrol Financial Planners in Plymouth, MA as a new partner.

After many years serving in diverse roles at firms including Merrill Lynch and Fidelity, which included managing an international book of business in excess of $3 Billion, Carroll W. “Bill” Hayes, MBA, CFP® established Charles Carroll Financial Planners in 2008.

Bill holds an MBA from the Sawyer School of Management, and has served as a Commissioner on the Disciplinary and Ethics Commission of the Certified Financial Planner Board of Standards.

Mr. Hayes commented, “We built a practice around not wasting our clients’ energy, time, and money. We thought we had devised a better way to help businesses achieve these goals. Then we saw Financial Gravity’s answer to the business owner’s greatest pain point – taxes. Financial Gravity has put together the people, the process, and the outcome that business owners frustrated by unanswered questions about their TAXES have been searching for. Business owners have been looking for Financial Gravity’s solutions for decades; D.C. Metro businesses will be astonished!”

Dave Crowley, Financial Gravity President and Chief Strategy Officer, remarked, “Bill and Charles Carrol Financial Planners are very seasoned but forward-thinking professionals. We are very pleased to have them as partners.”

Related News

Former Citi EMEA CEO Jim Cowles joins as executive director, the world’s cross-border liquidity network, has announced its... Read more »

BIS Appoints Bénédicte Nolens as Head of the BIS Innovation Hub Hong Kong Centre

The Bank for International Settlements (BIS) today announced the appointment of Bénédicte Noella Nolens as head of the BIS... Read more »

genesis appoints Nick Kolba as Global Head of Platform

genesis, the global capital markets software firm, has further expanded its management team by appointing Nick... Read more »

Colt Technology Services appoints new Chief Executive Officer

Colt Technology Services has today announced the appointment of Keri Gilder as... Read more »

TORA expands global outsourced trading with two new traders based in New York

TORA, provider of the industry’s most advanced cloud-based and leading order and execution management system (OEMS), today announced two new... Read more »

UK Fintech Rimilia Announces New Chairman of the Board and Key Leadership Appointments

Rimilia, the leading SaaS-based fintech company, today announced it’s continuing to accelerate its growth with the recent appointment of Rob Luddy as Chairman of the Board,... Read more »

Free Newsletter Sign-up
+44 (0) 208 819 32 53 +44 (0) 173 261 71 47
Download Our Mobile App
Financial It Youtube channel