Media

In the News
Webinars
Podcasts

In the News

Trusted by top-tier publications and platforms, Avion Wealth is frequently recognized for our insight, integrity, and unique approach to wealth strategy. Here’s where we’ve been featured.

Woodlands Online: Best of The Woodlands 2026 Winner

Learn More

Avion Wealth Celebrates 20 Years of Wealth & Wisdom

Learn More

Avion Wealth Named a Top Veteran-Owned Business by HBJ

Learn More

Avion Wealth ranked 7th in HBJ Best Places to Work 2025

Learn More

Living Magazine: Best Financial Advisor in The Woodlands and Memorial 2025

Learn More

Woodlands Online: Best of The Woodlands 2025

Learn More

Houston Business Journal reveals 2025 Best Places to Work finalists

Learn More

EIN News: Avion Wealth Expands Office Space to Support Growth and Enhance Client Experience

Learn More

Living Magazine: Best Financial Advisor in The Woodlands

Learn More

Smart Asset: Top Financial Advisors in The Woodlands, TX

Learn More

Webinars

Our webinars are designed to equip high-net-worth individuals with clarity around complex decisions. Access past sessions on investment strategy, advanced planning, and key transitions.

Connect With Paul

AI & The Future of Finance

2025 Market Crossroads

2025 Wealth Crossroads

Selling Your Business While Maximizing Your Wealth

Stay Informed. Stay Ahead.

Be the first to hear about exclusive Avion Wealth webinars and expert insights.

Newsletter Signup

Podcasts

When industry leaders want a deeper conversation, they call Avion. Listen in as we discuss what matters most to successful professionals navigating the wealth lifecycle.

Inside Avion: Real Conversations on Wealth, Life, and Legacy

A special 20th Anniversary podcast series with the wealth managers of Avion.

Episode 1: Beyond the Numbers: How Avion Builds Financial Confidence
Featuring Elizabeth Brady, Partner and Wealth Manager

Episode 2: Transitions That Define Us: Planning for Life’s Big Changes
Featuring Ashley Stewart, Partner and Wealth Manager

Upcoming Episodes

Episode 3: Next Gen Wealth: Advising Families Across Generations
Featuring Sarah McIvor, Partner and Wealth Manager (July 2026)

Episode 4: Goals with Heart: Aligning Wealth with What Truly Matters
Featuring Megan Beaufays, Wealth Manager (September 2026)

Guest Appearances

Paul Carroll on Smart Money Circle with Adam Sarhan

Paul Carroll on Fordify LIVE! with Ford Saeks

Contact Paul

By submitting this form, you consent to receive follow‑up communication from Avion Wealth. See our Privacy Policy for details.

Thank You!

Thank you for reaching out. Your submission has been received, and our team is currently reviewing your request. You can expect to hear from us within 1–2 business days.

Send Us a Message

A-Players With Intent

Additional Reading Suggestions

  • How to be a Power Connector: The 5+50+100 Rule for Turning Your Business Network into Profits By: Judy Robinett. For sale on Amazon here 
  • Never Eat Alone, Expanded and Updated: And Other Secrets to Success, One Relationship at a Time By: Keith Ferrazzi. For sale on Amazon here 
  • The Fine Art of Small Talk: How To Start a Conversation, Keep It Going, Build Networking Skills – – and Leave a Positive Impression! By: Debra Fine. For sale on Amazon here
  • Book Yourself Solid: The Fastest, Easiest, and Most Reliable System for Getting More Clients Than You Can Handle Even if You Hate Marketing and Selling By: Michael Port. For sale on Amazon here 
  • The Art of Selling to the Affluent: How to Attract, Service, and Retain Wealthy Customers and Clients for Life By: Matt Oechsli. For sale on Amazon here 
  • Business Class: Etiquette Essentials for Success at Work By: Jacqueline Whitmore. For sale on Amazon here 
  • The Drunkard’s Walk: How Randomness Rules Our Lives By: Leonard Mlodinow. For sale on Amazon here
  • Superforecasting: The Art and Science of Prediction By: Philip E. Tetlock and Dan Gardner. For sale on Amazon here
  • Turn the Ship Around!: A True Story of Turning Followers into Leaders By: L. David Marquet. For sale on Amazon here
  • Leaders Eat Last: Why Some Teams Pull Together and Others Don’t By: Simon Sinek. For sale on Amazon here
  • Triggers By: Marshall Goldsmith. For sale on Amazon here
  • Successful Women Speak Differently: 9 Habits That Build Confidence, Courage, and Influence By: Valorie Burton. For sale on Amazon here