Bobby Ellis has been in the financial services career for over 15 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 wellbeing 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 advantage investing, and estate planning.  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 sports and the outdoors.  He has participated in several triathlons from Maui to Louisiana, Alabama, and Texas.  Spending time down on the ranch with family and friends is what he loves the most.  Among others, he enjoys hunting, fishing, golf, and hosting crawfish boils.  He lives in Fort Worth, Texas with his wife Monica, their dog Ranger, and cat Arnold.    

What separates Bobby from others is his continual focus on professional development and giving back to the community.

Licenses, Registrations, and Credentials

• FINRA Series 7 – General Securities Representative
• FINRA Series 63 – Securities Agent
• FINRA Series 65 – Investment Advisor Representative
• FINRA Series 24 – Registered Securities Principal
• Life, Accident, Health and HMO Insurance License
• Retirement Planning Specialist - Recognized by Equitable Advisors from Wharton School, University of Pennsylvania
• Million Dollar Round Table
• Retirement Benefits Specialist of Tax Sheltered Plans – Recognized by Equitable Advisors
• Five Star Wealth Manager Award – Recognized in Texas Monthly
• Centurion - Recognized by Equitable Advisors
• National Leaders Corp – Recognized by Equitable Advisors

Community, Support, & Professional Involvement

• NAIFA Fort Worth Treasurer Board Member
• Site Based Decision Making Board Member for several local public schools
• Big Brothers Big Sisters Outdoors Mentoring Committee
• DFW Texas Association of School Business Officials
• Baylor University Foundation
• Texas High School Coaches Association
• Texas Association of School Business Officials
• Texas Association of Secondary School Principals
• Texas Elementary Principals and Supervisors Association
• Bilingual/ESL Education Association of the Metroplex (BEAM)
• Fort Worth Association of Bilingual Education
• GAMA International
• Sponsor and Volunteer of Local Public Schools
• USA Triathlon Member
• Ducks Unlimited Member/Leader

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact  Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Paradigm Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.