512-298-6666 (Phone, Text & Fax)

Wealth Manager, Paragon Capital Management, LLC- We specialize in customized solutions for high-net-worth clients and RIAs. For RIAs we do custom designed Structured Notes and Callable Yield Notes through separate account management for their clients. Our offering is available on Schwab’s Managed Account Marketplace® For high-net-worth individuals we offer individualized investment management utilizing individual stocks, bonds, customized structured products, and alternative investments, as well as Financial Planning.

Guerry Harris is a CFP® professional. He has over 30 years experience in financial services and served in the U.S. Navy. He earned a degree in Finance from the University of Central Florida and a certificate in Financial Planning from Northwestern University. He is registered as an investment advisor and a member of the Financial Planning Association (FPA) and the Rotary Club of Northwest Austin.

If you have questions about Investing, Investment Management, Paragon, or structured products please reach out. 512-298-6666