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2024 Market Insights: Navigating Trends That Shape Your Wealth

Paul J. Carroll, CFP®

Email: Paul@AvionWealth.com
Phone: (281) 528-1200

 

Paul Carroll, CEO of Avion Wealth, is a visionary leader in wealth management, dedicated to empowering high-achieving professionals and entrepreneurs. Since founding Avion Wealth in 2005, Paul has guided his firm to manage close to $800 million in assets, serving an exclusive clientele of discerning families and business leaders. His consultative approach, rooted in a deep understanding of his clients’ core values and ambitions, goes beyond traditional investment strategies. Paul specializes in crafting tailored solutions that address the complexities of wealth preservation, tax efficiency, estate planning, asset protection, and impactful philanthropy, ensuring his clients not only grow their wealth but also sustain and protect it for future generations.

Jason Moreland

Email: jmoreland@chubb.com
Phone: (713)-403-3087

 

Jason Moreland is the Personal Lines Manger for the Houston Chubb branch covering the greater Houston Metro area and the state of Louisiana. His primary responsibilities are to drive new business growth, develop and implement territory strategy and manage Chubb’s brand within the local marketplace. He is responsible for over 40 independent agency and brokerage relationships. He also works closely with several high-net-worth advisors and consultants to build awareness around Chubb’s expertise and resources that help protect the assets of successful individuals and families.

Kristi Hammond, CPRIA

Email: khammond@deandraper.com
Phone: (936) 494-6125

 

Kristi Hammond is the leader of the Private Client division at Dean and Draper, overseeing operations across the firm’s Conroe, River Oaks, and College Station offices. With over 20 years of experience in the insurance industry, Kristi is a seasoned expert adept at navigating the complexities of the insurance market. Her dedication to working closely with clients enables her to help them achieve the optimal balance between cost and coverage