Paul Beatty

Paul Beatty

Principal

Paul joined Bailey & Beatty Financial Services in 1995, transitioning from Kwasha Lipton, an actuarial and pension management firm. He became a partner at Bailey & Beatty 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.

Paul earned his bachelor’s degree in economics from the University of Virginia with a minor in mathematics. He holds FINRA Series 7, 24, and 63 securities registrations. He is insurance licensed in Life, Accident, and Health in Connecticut.

Paul and his wife, Amanda, are long-time residents of Ridgefield, Connecticut. They have two children: Lawson and Olivia. Paul values time spent with his family and he enjoys playing tennis, golf, paddle tennis, and skiing.