Efficient Wealth Management – Paul Carroll


Paul Carroll welcomes you to Efficient Wealth Management.


Your Personal CFO

Paul graduated summa cum laude from the University of Maryland in 1985 with a Bachelor of Science degree in Business. He subsequently earned his Master of Science degree in Finance at Texas A&M University, graduating in 1987. At Texas A&M University, Paul was a member of the Beta Gamma Sigma honor society and today is a Century Club Member of the TAMU Association of Former Students.

After graduating, Paul worked as a consultant first with Andersen Consulting (Accenture) and then with Ernst & Young. He then worked with Smith Barney as a Registered Representative. Paul held SEC Series 7 and Series 63 licenses during this period.

Today, Paul provides a consultative fee-only wealth management solution to high-net-worth individuals. Paul is a Certified Financial Planner working with select clients in the energy and airline industries.

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