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Meet the CEO & President
Background & Experience
Bryan E. Beatty is a native of Springfield, IL. He began his career with Thrivent Financial for Lutherans in 2011. Soon after he joined Wells Fargo Advisors at the corporate headquarters in Saint Louis, MO. He attributes this set of experiences as the foundation for his careful approach to investment planning and wealth management as a Financial Advisor. He relocated to Tampa Bay in 2016 and poured into the community by serving his clients and growing his wealth management practice. Seeing the underserved demand in the area he founded Paragon Capital Advisors, LLC with the mission to maintain a heighten standard of excellence while serving others.
He holds a Bachelor’s degree in Business Administration from the Southern Illinois University Edwardsville. In addition, he holds a Master’s degree in Business Administration from Saint Louis University and graduated with a 3.94 GPA. Bryan continued his academic studies and graduated Cum Laude from Stetson College of Law with a Juris Doctor Degree and a certificate of concentration in Elder Law. Dedicated to his practice, he completed the rigorous educational, experience, examination, and ethical requirements to become a CERTIFIED FINANCIAL PLANNER® Professional by the Certified Financial Planner Board of Standards, INC. Bryan has also earned the Charted Retirement Planning Counselor CRPC® certification by meeting demanding professional standards and passing a comprehensive examination. The CFP® and CRPC® certification requires on going continued education requirements.
Away from the office
Outside of the office, Bryan is active in the local community and participates in many civic and community organizations, including the Habitat for Humanity, Metropolitan Ministries, and Gulfside Corvette Club. He is a member of the Florida Bar. He resides in East Lake Woodlands with his wife Ashley, his daughters Hailey & Noelle, and pet dog Jasper. For recreation he enjoys physical exercise, golf, boating, and sunsets at the beach!
Our Mission
Paragon Capital Advisors is dedicated to help develop and implement an approach that strives to build wealth and stability through goal based planning and sophisticated investment strategies.
We believe in transparent, candid, and meaningful communications.
We believe in disciplined investment methods.
We believe any individual is capable of improving their financial well-being with our guided process and advice.
We believe there is tremendous value in financial planning amid life's transformative moments and market uncertainties.
We are committed to maintaining the Standard of Excellence and are qualified.
Our mission is to provide personalized and timely financial guidance — with the highest level of professional service — in creating and preserving wealth for our clients.
My Areas of Focus
- Advisory Services
- Estate Planning Strategies
- Income Tax Planning
- Cash Flow Analysis
- IRAs & IRA strategies
- Retirement Planning
- Trust & Fiduciary services*
- 529 Educational Savings
- Custodial Accounts for minors
- 401k and Qualified Accounts
- Behavioral Financial Counseling
Multiple Ways to help
Full Service Discretionary Portfolio Management
Advisory Services
Estate Planning Strategies
Income Tax Planning
IRAs & IRA strategies
Retirement Planning
Long Term Care Planning
Trust & Fiduciary services*
529 Educational Savings
Custodial Accounts for minors
401k and Qualified Accounts
And more!