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Wealth Solutions

As a small business owner, your life is probably consumed by running your day-to-day operation.  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.

 As Wealth Advisor and Managing Partner of Paragon’s Wealth Solutions, Staci Jackson’s mission is 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, Staci is 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

Staci has 15 years of experience in the financial industry at several large regional financial institutions. Staci and her assistants, Christy Nettles and Audrey Liles, are located at Paragon’s Grove Park location at 4515 Poplar Avenue.

For more information, please call Staci Jackson at 901.322.0853 (office) or 901.848.7894 (cell).

 

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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