David Hailey Email & Phone Number
President and Principal @ Paragon Financial Advisors
5 free lookup(s).
David Hailey Location
- College Station, TX, US
David Hailey Work
- 2007 -now President and Principal @
- 2001 -2007 Senior Vice President and Senior Trust Officer @
- 1997 -2001 Vice President and Trust Officer @
- 1996 -1997 Assistant Vice President and Trust Officer @
- 1994 -1995 Federal Bank Examiner @
- 1991 -1994 Manager of Securities and Fiscal Agency Department @
- 1990 -1991 Supervisor of Securities and Fiscal Agency Department @
- 1990 -1991 Supervisor of Securities and Fiscal Agency Department @
- 1988 -1990 Management Trainee and Supervisor of Check Processing Department @
David Hailey Education
- College for Financial Planning
Certified Financial Planner (CFP)
- Northwestern University
Graduate Degree (National Graduate Trust School)
- The Institiute of Certified Bankers
Certified Trust & Financial Advisor (CTFA)
- Southern Methodist University
Graduate Degree (Southwest Graduate School of Banking)
- Texas A&M University
Bachelor of Science (B.S.) (Agricultural Economics)
David Hailey Skills
- Certified Financial Planner
- Holistic Financial Planning
- Personal Financial Planning
- Strategic Financial Planning
- Financial Risk
- Financial Analysis
- CTFA
- Trust Services
- Trust Management
- Trust
- Investments
- Investment Management
- Staff Management
- Project Management
- Banking
- Junxure
- Morningstar Office
- Microsoft Office
- Alternative Investments
- Securities
- Wealth Management
- Retirement Planning
David Hailey Summary
- David Hailey, based in College Station, TX, US, is currently a President and Principal at Paragon Financial Advisors. David Hailey brings experience from previous roles at First National Bank of Bryan and Federal Reserve Bank of Dallas. David Hailey holds a Certified Financial Planner (CFP) @ College for Financial Planning. With a robust skill set that includes Certified Financial Planner, Holistic Financial Planning, Personal Financial Planning, Strategic Financial Planning, Financial Risk and more. David Hailey has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Paragon Financial Advisors Employees
David Hailey
President and Principal
College Station, TX, US
Stephen McGee
Partner and Financial Quarterback
College Station, TX, US
Christine Nutt
Lead Advisor
College Station, TX, US
Heather Jendrusch
Lead Advisor
Houston, TX, US
Carissa Heimer
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Isabella Buckley
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College Station, TX, US
Caleb Russell
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Sarah Kvistad
Financial Planning Associate
College Station, TX, US
Jordan Spradling
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