Bobby Ellis Email and Phone Number
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Bobby Ellis personal email
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
Paradigm Wealth Management
View- Website:
- purposefulstrategies.com
- Employees:
- 6
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Managing PartnerParadigm Wealth Management Jan 2016 - PresentFort Worth, TxParadigm Wealth Management is a premier group within Equitable Advisors, LLC.
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Financial ConsultantEquitable Advisors, Llc Jan 2003 - Jan 2020Fort Worth, Tx 76102Bobby 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. -
Regional Vice PresidentEquitable Advisors Jul 2008 - Jan 2015Fort Worth, Tx 76102After 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.
Bobby Ellis Skills
Bobby Ellis Education Details
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Baylor UniversityMajor: Marketing -
Baylor UniversityMajor: Finance
Frequently Asked Questions about Bobby Ellis
What company does Bobby Ellis work for?
Bobby Ellis works for Paradigm Wealth Management
What is Bobby Ellis's role at the current company?
Bobby Ellis's current role is Managing Partner at Paradigm Wealth Management.
What is Bobby Ellis's email address?
Bobby Ellis's email address is bo****@****axa.com
What schools did Bobby Ellis attend?
Bobby Ellis attended Baylor University, Baylor University.
What are some of Bobby Ellis's interests?
Bobby Ellis has interest in Leadership, Coaching, Sports, Golf, Travel, Crawfish Boils, Hunting, Fishing.
What skills is Bobby Ellis known for?
Bobby Ellis has skills like Retirement Planning, Recruiting, Insurance Planning, Leadership Development, Investment Services, Financial Planning, Investment Planning, Insurance Services, Insurance Strategies, Mentoring, Culture Building.
Who are Bobby Ellis's colleagues?
Bobby Ellis's colleagues are Steven M. Howell, Cfp®, Chfc®, Christopher "chris" Roberts, Chfc®, Clu®.
Not the Bobby Ellis you were looking for?
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Bobby Ellis
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Bobby Ellis
Investor + Author + Business Strategist - I Help Entrepreneurs Acquire, Grow, Scale And Exit At Higher Multiples.Greater St. Louis2ilearnondemand.com, xspology.com -
1sextoncan.com2 +130426XXXXX
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Bobby Ellis
New York, Ny1finnpartners.com
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