Welcome to Inside Avion, where we explore the moments, decisions, and conversations that shape lasting financial confidence, hosted by Paul Carroll, Founder and CEO of Avion Wealth. For over two decades, we’ve had the privilege of walking alongside individuals and families as they navigate life’s opportunities and challenges. In this series, we'll be sitting down with fellow wealth managers to share insights from the front lines of wealth management — the real stories, strategies, and relationships that define how we help clients live with clarity and purpose.
Episodes
Goals with Heart: Aligning Wealth with What Truly Matters
26 Aug 2026 · 10 min
Today, we’re joined by Megan Beaufays, Wealth Manager at Avion Wealth. Over the past five years, Megan has become a trusted guide for clients navigating some of life’s most meaningful decisions. She represents the next generation of Avion advisors—bringing fresh perspective, deep listening, and a…
Next Gen Wealth: Advising Families Across Generations
13 Jul 2026 · 14 min
A look at how Avion supports multigenerational families. Paul and Sarah discuss strategies for engaging the next generation, the importance of shared values, and how financial education plays a role in legacy planning.
Transitions That Define Us: Planning for Life’s Big Changes
1 May 2026 · 18 min
As we celebrate 20 years of Avion Wealth, we’re spotlighting the advisors who’ve made a lasting impact on our clients and our culture. Today we welcome Ashley Stewart, Partner and Wealth Manager, who has spent the last 11 years guiding clients through life’s pivotal transitions. Ashley brings a…
Beyond the Numbers: How Avion Builds Financial Confidence
20 Mar 2026 · 20 min
Welcome to the Avion Wealth 20th Anniversary Podcast Series. Today we’re joined by Elizabeth Brady, Partner and Wealth Manager at Avion Wealth. For 13 years, Elizabeth has been a trusted advisor for families and individuals, building lasting relationships that reflect the very heart of Avion’s…