Managing Partner
CurrentParadigm Wealth Management is a premier group within Equitable Advisors, LLC.
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Bobby Ellis is listed as Managing Partner at Paradigm Wealth Management at Paradigm Wealth Management, a with 6 employees, based in Fort Worth, Texas, United States. AeroLeads shows a work email signal at axa.com and a matched LinkedIn profile for Bobby Ellis.
Bobby Ellis previously worked as Managing Partner at Paradigm Wealth Management and Financial Consultant at Equitable Advisors, Llc. Bobby Ellis holds Bachelor Of Business Administration (Bba), Major: Marketing from Baylor University.
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Bobby Ellis has been in the financial services career for over 19 years. He began his career after graduating from Baylor University in 2002 with degrees in Finance and Marketing. After a short time, Bobby was promoted to Vice President with Equitable Advisors where he served in that capacity for over 7 years. For the last several years, he and a few other elite advisors joined together to form a boutique wealth management firm called Paradigm Wealth Management. Paradigm Wealth Management is a full service wealth management organization aimed to grow and protect the financial well being of others. Bobby has a passion in providing solid, professional advice on ways to work towards client's financial goals. He takes an active role in educating clients about matters concerning retirement, tax-efficient investing strategies, and estate planning strategies. His goal is to deliver professional wealth management through sound advice, creating value, and understanding. Once a plan is implemented, periodic reviews and updates are consistent with his investment process. Bobby has a passion for community involvement, sports and the outdoors. He is heavily involved with giving back to the community and mentoring. He has participated in several triathlons from Maui to Louisiana, Alabama, and Texas. Among others, he enjoys hunting, fishing, golf, and hosting crawfish boils. He lives in Aledo, Texas with his wife Mylie, and their dogs Ranger and Tucker.AR #7672311
Listed skills include Retirement Planning, Recruiting, Insurance Planning, Leadership Development, and 7 others.
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Fort Worth, Tx
Paradigm Wealth Management is a premier group within Equitable Advisors, LLC.
Fort Worth, Tx 76102
Bobby Ellis began his career with Equitable Advisors upon graduation from Baylor University in 2002 with a BBA in Finance and Marketing. He joined a specialized division ofEquitable Advisors, LLC called the Retirement Benefits Group (RBG) which focuses on working with employees of public schools, non-profit organizations and municipalities regarding their retirement plans and other financial matters. Locally, the RBG impacts the lives of over 20,000 employees of these organizations. Bobby’s business practice stretches across a wide geographical range, from Amarillo, Texas to Winter Haven, Florida.
Fort Worth, Tx 76102
After a short time with Equitable Advisors, LLC, Bobby was promoted to Vice President and added a new aspect to his business. He is now responsible of future growth of Equitable Advisors, LLC in Fort Worth. Bobby and the group of financial professionals that he leads are continually expanding into new marketplaces. They focus on the education and literacy of employees on the topics of their employer sponsored retirement benefits and pension plans. As a group, they work hard to develop each other into the most knowledgeable, focused and motivated financial professionals. Bobby’s team members have been recognized at Equitable Advisors, LLC as among the top in the country.
Activities and Societies: Sigma Alpha Epsilon, Rugby Club
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Bobby Ellis works for Paradigm Wealth Management.
Bobby Ellis is listed as Managing Partner at Paradigm Wealth Management at Paradigm Wealth Management.
AeroLeads has found 1 work email signal at @axa.com for Bobby Ellis at Paradigm Wealth Management.
Bobby Ellis is based in Fort Worth, Texas, United States while working with Paradigm Wealth Management.
Bobby Ellis has worked for Paradigm Wealth Management, Equitable Advisors, Llc, and Equitable Advisors.
Bobby Ellis's colleagues at Paradigm Wealth Management include Steven M. Howell, Cfp®, Chfc® and Christopher "Chris" Roberts, Chfc®, Clu®.
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Bobby Ellis holds Bachelor Of Business Administration (Bba), Major: Marketing from Baylor University.
Bobby Ellis is listed with skills including Retirement Planning, Recruiting, Insurance Planning, Leadership Development, Investment Services, Financial Planning, Investment Planning, and Insurance Services.
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