Guerry is a Wealth Manager with 30 years of industry experience. Guerry builds relationships with his clients and uses his years of experience to develop investment strategies to protect and grow clients’ wealth.
Guerry joined Paragon in 2019 and lives in Austin, Texas where he works with many of our clients. Guerry started his career in Wealth Management with Raymond James and Associates before moving to Charles Schwab for over 22 years where he held roles from Vice President Financial Consultant to Sr. Manager of Investor Development.
As long as we look at things through the proper lens, there are always opportunities to invest and to make money in the markets.
Guerry is a CERTIFIED FINANCIAL PLANNER™, practitioner and Accredited Wealth Management Advisor™. He graduated from the University of Central Florida with a degree in Finance and has a certificate in Financial Planning from the University of Texas (2012) and Northwestern University (2022). He is currently registered as an investment advisor and is a member of the Financial Planning Association (FPA). Guerry is a military veteran having served in the United States Navy.
In his spare time Guerry enjoys spending time with his wife Michelle, daughters Delaney and Tabitha and their rescue dog Phoebe a Great Pyrenees mix. They like running and paddle boarding and can be found most mornings logging miles somewhere in Austin. His family enjoys fostering and volunteering with Heart of Texas Lab Rescue (HOTLAB) and Guerry is a Rotarian and is a member of the Rotary Club of NW Austin.
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