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.”