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Wealth Solutions

As a small business owner, your life is probably consumed by running your day-to-day operations. At Paragon, we can help make your life simpler with our Paragon Wealth Solutions.

Paragon Wealth Solutions has affiliated with LPL Financial to provide a full range of investment products. LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.* LPL Financial is an enabling partner to more than 13,300 financial advisors and approximately 700 financial institutions. 

Paragon Wealth Solutions aims to help you pursue financial independence, a successful retirement and a lasting legacy. Whether you're looking for assistance with retirement planning, investment planning, or small business strategies, we are available to coordinate a multitude of wealth strategies for individuals and businesses. 

Wealth strategies include:

  • Companywide retirement plans
  • Investments for your business
  • Individual retirement planning for you

Products and services include:

  • Equities
  • Mutual Funds
  • Bonds Annuities

For more information, please contact one of our Wealth Advisors below. 

Staci Jackson
Wealth Advisor
4515 Poplar Avenue  |  Suite 108
901.322.0853  |  staci.jackson@lpl.com

After recently joining from a large regional financial institution, Staci has opened the Memphis branch location of Private Wealth Alliance. Staci possesses over 15 years of investment management and financial services experience. She resides in Collierville and is a graduate of Lambuth University in Jackson. 

 


Mark Winburne
Wealth Advisor
5400 Poplar Avenue  |  Suite 350
901.322.0646  |  mark.winburne@lpl.com

As a financial advisor, Mark has helped business owners and individuals with their financial goals for over two decades. A lifelong Memphian, Mark is a graduate of the University of Virginia in Charlottesville.


Audrey Liles
Wealth Solutions Sales Assistant
4515 Poplar Avenue  |  Suite 108
901.322.0854  |  audrey.liles@lpl.com

Audrey has more than a decade of experience in the investment services industry and has worked with Staci Jackson as a licensed sales assistant for seven years. She is a graduate of the University of Tennessee at Knoxville and resides in Germantown.


Dan Overbey
President  |  Managing Director
800.234.2323  |  dan.overbey@lpl.com

Dan Overbey is the president and managing director for Private Wealth Alliance, which manages investment programs for community banks across the U.S.  With 25 years of wealth management leadership experience, Dan also serves as president of the Bank Insurance & Securities Association, the largest industry association serving banks and financial institutions engaged in the securities, insurance, and wealth management business. Additionally, Dan serves on the Executive Leadership Council with LPL Financial, the nation's largest independent broker dealer. He graduated from The University of Memphis, Fogelman College of Business. 


Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Paragon Bank and Paragon Wealth Solutions are not registered brokers/dealers nor affiliates of LPL FInancial.

*As reported by Financial Planning magazine, June 1996-2013, based on total revenue. 

P.O. Box 2022  |  Memphis, TN  38101-2022 |  Phone: 901.273.2900  |  Fax: 901.273.2908  |  info@bankparagon.com
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