David Hailey (CFP®, CTFA)
David Hailey focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
- Comprehensive Financial Planing
- Investment Management
- Trust Services
Additional Information
As co-founder and President at Paragon Advisors, David brings over 24 years of experience in advising high net worth individuals in all aspects of trust services, financial planning, and investment management.
David earned a BS from Texas A&M University and later graduated from both the National Graduate Trust School and the Southwest Graduate School of Banking. David has since continued his education and earned Certified Financial Planner™ (CFP®) and Certified Trust & Financial Advisor™(CTFA®) designations.
David lives in College Station, TX with his wife, Camille, and three children. He is very involved in the community having volunteered his time with the Brazos Valley Estate and Financial Planning Council, College Station Noon Lion’s Club, has coached various youth sport teams in the BCS area, and serves A&M Church of Christ as a Deacon. He has previously served on the Board of Directors for the following community charities: Brazos Valley Rehabilitation, Brazos Valley Estate and Financial Planning Council, and the Brazos Valley Parkinson Disease Committee.
David earned a BS from Texas A&M University and later graduated from both the National Graduate Trust School and the Southwest Graduate School of Banking. David has since continued his education and earned Certified Financial Planner™ (CFP®) and Certified Trust & Financial Advisor™(CTFA®) designations.
David lives in College Station, TX with his wife, Camille, and three children. He is very involved in the community having volunteered his time with the Brazos Valley Estate and Financial Planning Council, College Station Noon Lion’s Club, has coached various youth sport teams in the BCS area, and serves A&M Church of Christ as a Deacon. He has previously served on the Board of Directors for the following community charities: Brazos Valley Rehabilitation, Brazos Valley Estate and Financial Planning Council, and the Brazos Valley Parkinson Disease Committee.
NAPFA Start Date
March 04, 2013