David Hailey Email & Phone Number
President and Principal @ Paragon Financial Advisors
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David Hailey Location
- College Station, TX, US
David Hailey Work
- 2007 -now President and Principal @
- 2001 -2007 Senior Vice President and Senior Trust Officer @ First National Bank of Bryan
- 1997 -2001 Vice President and Trust Officer @ First National Bank of Bryan
- 1996 -1997 Assistant Vice President and Trust Officer @ First National Bank of Bryan
- 1994 -1996 Federal Bank Examiner @
- 1991 -1994 Manager 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)
- College for Financial Planning
- 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)
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
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President and Principal
College Station, TX, US
Stephen McGee
Partner and Financial Quarterback
College Station, TX, US
Michelle Prince
Controller
College Station, TX, US
Christine Nutt
Lead Advisor
College Station, TX, US
Heather Jendrusch
Chief Compliance Officer
Houston, TX, US
Robert Calhoun
Partner and Chief Investment Officer
College Station, TX, US
Carissa Steffler
Financial Planning Associate
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Matthew Lee
Financial Advisor
College Station, TX, US
Isabella Buckley
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Caleb Russell
Certified Financial Planner
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Hillary Lochow
Director of People and Talent
Houston, TX, US
Lindsey Gough
Client Services Associate
United States
Stephen McGee
CFP
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Jordan Spradling
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Keck Jones
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