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

BlackLine reveals CEO succession plan

Accounting automation software leader BlackLine, Inc. (Nasdaq: BL) today announced that the... Read more »

Smartr365 appoints Jens Wikholm as Design and Experience Director

Smartr365, the end-to-end software platform provider for mortgage businesses, has today... Read more »

RTGS Global unveils heavyweight board of advisors including ex CEO of CHAPS and global fintech 50 influencer

RTGS Global, the world’s first cross border liquidity network, has appointed a stellar advisory... Read more »

Monica O’Reilly and Mark Shilling named new leaders in Deloitte’s financial services industry group

Deloitte announced today that Monica O’Reilly has been named the new leader of its financial services industry practice, which serves 94% of... Read more »

Finzly adds technology industry veteran to growing executive team

In response to growing market demand for its solutions, Finzly, a fintech provider of modern... 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