Avion Wealth

Elizabeth Brady is a financial advisor at Avion Wealth in The Woodlands, TX, holding a Series 65 designation with 12 years of industry experience. She has been with Avion Wealth, formerly Efficient Wealth Management, LLC, since 2012. Avion Wealth is a registered investment adviser managing approximately $848.7 million in discretionary assets with a ten-person advisory team. The firm serves individuals, trusts, charitable organizations, and business entities, employing a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and providing comprehensive wealth management and advanced financial planning.

Ashley Owens is a financial advisor at Avion Wealth with one year of industry experience. Owens holds a Series 66 designation and has worked at several firms, including Provident Wealth Advisors, Osaic Wealth, and Schroeder Wealth Advisors. Prior to entering the financial industry, Owens held various roles outside finance, including positions at Batteries Plus Bulbs/WeFixIt Repair and Starbucks. Avion Wealth is a registered investment adviser managing approximately $848.7 million in discretionary assets with a ten-person team. The firm serves individuals, trusts, charitable organizations, and business entities, offering discretionary portfolio management, comprehensive wealth management, and advanced financial planning with a long-term, buy-and-hold investment approach.

John Hollie is a financial advisor at Avion Wealth with one year of industry experience. He holds a Series 65 license and previously worked at a local Chamber of Commerce for nine years. Outside of advisory work, he is a partner at J&M Business Solutions, a consulting firm. Avion Wealth manages approximately $848.7 million in discretionary assets with a ten-person advisory team. The firm serves individuals, trusts, charitable organizations, and business entities, employing a long-term, buy-and-hold investment approach focused on asset-class allocations using exchange-traded funds and indexed mutual funds, alongside advanced financial planning and relationship management.

Paul Carroll is a CFP® professional with 20 years of industry experience, currently serving at Avion Wealth since 2003. Prior to his advisory career, he worked at Continental Airlines from 1997 to 2019. He holds the Series 65 designation and is based in The Woodlands, TX. Avion Wealth is a registered investment adviser managing approximately $848.7 million in discretionary assets with a ten-person team. The firm serves individuals, trusts, charitable organizations, and business entities, offering discretionary portfolio management, advanced financial planning, and relationship management through a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory.

Christopher Mcbee is a CFP® professional with 16 years of experience in the financial industry. He is currently with Avion Wealth, where he has worked since 2023. His prior experience includes roles at Yorktown Management & Research Co., Inc., Foreside Fund Services, LLC, and Invesco Advisers, Inc. Avion Wealth is a registered investment adviser managing approximately $848.7 million in discretionary assets through a ten-person advisory team. The firm serves individuals, trusts, charitable organizations, and business entities, employing a long-term, buy-and-hold investment strategy focused on asset-class allocations using exchange-traded funds and indexed mutual funds, complemented by comprehensive wealth management and advanced financial planning.

Ashley Stewart is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. She has been with Avion Wealth, formerly Efficient Wealth Management, since 2013. The firm manages approximately $848.7 million in discretionary assets with a ten-person advisory team, serving individuals, trusts, charitable organizations, and business entities. Avion Wealth employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, focusing on exchange-traded funds and indexed mutual funds, and provides comprehensive wealth management and advanced financial planning services.

Megan Beaufays is a financial advisor at Avion Wealth with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC and PNC Bank. Avion Wealth is a registered investment adviser managing approximately $848.7 million in discretionary assets with a ten-person advisory team. The firm serves individuals, trusts, charitable organizations, and business entities, employing a long-term, buy-and-hold investment strategy focused on exchange-traded funds and indexed mutual funds, alongside comprehensive wealth management and advanced financial planning.

Sarah Mc Ivor is a financial advisor at Avion Wealth with 11 years of industry experience. She holds a Series 65 designation and has been with Avion Wealth, formerly Efficient Wealth Management, LLC, since 2014. Avion Wealth is a registered investment adviser managing approximately $848.7 million in discretionary assets with a ten-person team. The firm serves individuals, trusts, charitable organizations, and business entities, offering discretionary portfolio management, comprehensive wealth management, and advanced financial planning using a long-term, buy-and-hold approach based on Modern Portfolio Theory.