Bailey and Beatty Team

Bailey and Beatty Team

Team Pic
 

 

Carl F. Bailey Jr.

President

Carl is the founder and president of Bailey & Beatty Financial Services LLC, an independent and comprehensive wealth management and financial planning firm.

He began his career in the financial services industry back in 1979 while working with Connecticut General Life Insurance Company in Greenwich, CT.  He was accepted into an extensive training program and worked with clients on financial planning, insurance needs, estate planning, investments and portfolio management.

After 3 years with Connecticut General, Carl decided to move back to his hometown in Danbury, CT in 1982 and open a local, independently-owned financial advisory firm.  Bailey & Beatty has been serving the retirement and financial needs of individuals, families and businesses ever since.

With more than 40 years of wealth management experience, Carl provides objective and personalized solutions based on the needs of each of his clients.  He and his team build long-term relationships based on trust, knowledge, industry experience, and the drive to do what's best for each client given his or her unique financial condition.  He works hand in hand with clients to determine their financial goals, then he develops an investment strategy and financial plan that are flexible to adapt over time.

Carl believes in giving back to his local community and he founded Danbury Grassroots Academy in 2006.  DGA is a free year-round program serving 50 underprivileged students, ages 8-18, in the Danbury school system. The mission is to improve the lives of promising, selected students in Danbury by emphasizing education, character, tennis, and health. DGA provides students with a disciplined and nurturing environment for mentoring, promoting healthy lifestyles and building self-esteem.

Carl also started a medical-mission program where he personally takes surgeons to Nicaragua to repair the cleft palates of young children.  He also donates medicines, products and equipment to American medical outreach programs traveling to Nicaragua.

Credentials and registrations:

•  FINRA Series 1, 7, 24 & 63 securities registrations

•  CT Life, Accident and Health insurance

Carl graduated from Fairfield University with a bachelor of science in marketing.  He and his wife, Lauren, live in Brookfield, CT and enjoy tennis, golfing, boating & all outdoor activities. His son Dan lives in Los Angeles and is a write for Showtime.

Paul Beatty

Managing Partner

Paul joined Bailey & Beatty Financial Services in 1995, transitioning from the actuarial and pension management firm of Kwasha Lipton.  He was made partner at the firm in 2006.  Paul helps provide clients with meaningful solutions to a wide range of financial matters, including investments, risk management, estate and tax planning, insurance planning and qualified retirement and benefit plans.  He is highly experienced in developing and implementing customized investment portfolios based upon macro financial planning.

Paul is also responsible for running the day to day operations of the office, including administration and compliance.

Credentials and registrations:

•  FINRA Series 7, 24, 63 and 65 securities registrations

•  CT Life, Accident and Health insurance

Paul earned his B.A. in economics from the University of Virginia with a minor in mathematics.  Paul and his wife, Amanda, are long-time residents of Ridgefield, CT, and have two children: Lawson and Olivia.  He values time spent with family and also enjoys playing tennis, golf, paddle tennis & skiing. 

Dan DiBuono, CIMA®, CRPC®

Partner

Dan is the newest addition to the team at Bailey & Beatty and works directly with Carl and Paul on investment management, financial planning and client servicing.  His areas of expertise include running multi-asset class model portfolios, conducting market and investment due diligence and creating retirement scenarios for clients to ensure they are on track to meet their financial goals.  Dan helps clients understand their current situations and develop a strategic, long-term wealth plan.

Dan has over 8 years of experience in the industry, as he began his career as an analyst with hedge fund EACM Advisors in 2011.  He then transitioned into a financial advisory role at UBS Financial Services in Stamford, CT where he worked for a large private wealth and institutional consulting team until he decided to join Bailey & Beatty in the Spring of 2017.

Credentials and registrations:

•  Certified Investment Management Analyst ® (CIMA®)

•  Chartered Retirement Planning Counselor℠ (CRPC®)

•  FINRA Series 7 and 66 securities registrations

•  CT Life, Accident and Health insurance

Dan graduated from Wake Forest University with a bachelor of science in business & enterprise management.  He has also earned designations as a Certified Investment Management Analyst (CIMA®) through the University of Pennsylvania’s Wharton School of Business and a Certified Retirement Planning Counselor (CRPC®) through the College for Financial Planning℠. He currently resides in Stamford, CT and enjoys playing basketball, golf and traveling.

Mark Rader

Financial Advisor

Mark began his career as a financial advisor at Grunatal & Co. (now Stifel Financial) in Boston, MA in 1998.  He decided to make the move back to his hometown, Brookfield, CT, in 2002 and worked at Morgan Stanley before joining Bailey & Beatty Financial Services in 2005 where he can offer impartial advice without the influence and conflicts of the larger brokerage firms.

Mark provides individuals and business owners with a range of specialized, comprehensive financial guidance for investment, retirement and estate planning.  He finds that listening to his client’s needs, worries and goals is key to a successful financial advisory relationship.  Mark always stresses the importance of tax efficiency and low-cost investment options.

Credentials and registrations:

•  FINRA Series 7, 31, 63 and 65 securities registrations

•  CT Life, Accident and Health insurance

Earned his BS in criminal justice from Northeastern University. Mark is an avid tennis player and golfer and resides in Bethel, CT with his wife, Ekaterina.

Nancy Strenkert, CFP®

Financial Advisor

Nancy has worked as a financial advisor with Bailey & Beatty Financial Services for over 30 years.  She provides comprehensive financial planning and investment services to individuals and families. As a local independent advisor, she has a passion for helping clients and representing their best interests.

Credentials and registrations:

•  CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)

•  FINRA Series 6, 22, and 63 securities registrations

•  CT Life, Accident and Health insurance

Denise Noonan

Client Relationship Manager

Denise joined Bailey & Beatty Financial Services over 18 years ago as a client relationship manager.  Her primary responsibilities are to facilitate day-to-day client service and operational processes, serve as office bookkeeper as well as assist management with special projects and initiatives.  Denise makes sure that all documents, account applications, and forms are properly and securely rendered in a timely manner. Working closely with clients, she ensures that your questions, requests and potential issues are handled promptly and efficiently. She is highly skilled at researching and resolving any account-related matters. 

Outside of the office, Denise enjoys spending time with her daughter Ava, her puppy Max, traveling, and going to concerts.  She is an avid fan of the Dave Matthews Band.

Cheryl Mitchell

Client Services Associate

Cheryl has over 40 years of experience working in the financial services industry.  A long-time familiar face to Bailey & Beatty clients, Cheryl has assisted in every aspect of the client service process.  She is also licensed to sell Insurance for Life, Accident, and Health in Connecticut as well as New York and holds a Notary Public.  She strives to provide top-notch customer service to our clients.

Cheryl grew up in Watertown, Connecticut and relocated to New Milford in 1984. She lives with her husband Dale, has 3 children, Kelley, Dale and Brett, and is a proud grandmother of Lauren and Brayden.  In her free time, Cheryl enjoys gardening, reading, hiking and outdoor activities with her family.