CHARLES CARROLL FINANCIAL PARTNERS - Key Persons

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 at Fidelity and in 2001 led a Private Access team based in Boston. In the Private Access role his responsibilities included managing a book of business in excess of $3 Billion and a client base that was international in scope.

Job Titles:

• Attorney
• Operating Officer
• Principal

Mark Charles Hayes is an attorney with more than 25 years of legal experience. Mr. Hayes received his B.A. from the University of Virginia and his JD from Fordham University School of Law. Mark also attended Georgetown University Law Center where he received his LLM in taxation. Mark has been practicing law since 1986 and is licensed in three (3) states. He lives with his wife in Falls Church, Virginia and is a member of the University of Virginia alumni association.