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
Community, Support, & Professional Involvement
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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 firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com.
Paradigm Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.