Paul Carroll

Paul is the founder and CEO of Efficient Wealth Management, LLC.  Efficient Wealth Management was seen as a venue for Paul to serve his clients, not through the traditional broker-dealer avenue, but as a consultative, trusted advisor looking for holistic solutions to a complex wealth management plan.  His vision was to create a client-centric firm that places service before sales.

Paul leads a team of wealth managers in building and executing financial plans for high net worth individuals and families.  By establishing and maintaining open lines of communication, Paul stays up to date on clients’ lives so that he can proactively provide guidance and direction as they navigate the challenges and opportunities presented to them.

While not with clients, Paul spends time working on the development of his team, the firm, and the community.  Both internally and externally, he takes pride in seeing the success of others.  A member of the Finance Committee of Board of Directors of the Cynthia Woods Mitchell Pavilion, Paul draws on his knowledge and experience to serve the community.

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.  In order to best serve his clients, Paul earned the CERTIFIED FINANCIAL PLANNER™ designation and encourages his team to do the same.

While not in the office, Paul and his wife Helen enjoy going to the theater, live music, and travel.  An accomplished sailor and scuba diver, Paul can often be found close to the nearest body of water.