Paragon Bank named Staci Jackson Managing Partner and Wealth Advisor of the Wealth Solutions team in January of 2014. Jackson reports to Dan Overbey, President and Managing Director of Paragon Wealth Solutions, and Mike Edwards, President and Chief Operating Officer at Paragon Bank.
“Staci has been instrumental in the growth of our company, providing strong direction for the Wealth Solutions team,” said Robert Shaw, Chief Executive Officer at Paragon Bank. “Her commitment to deliver customized investment services by connecting with clients on a personal level greatly benefits her customers, the Wealth Solutions team and the bank overall.”
As a Managing Partner and Wealth Advisor, Jackson is responsible for creating a personalized financial strategy with a client’s lifestyle goals in mind. She does this by working with a client to build an appropriate plan that supports the client’s objectives, then monitoring it regularly to help ensure the plan stays on track. Specific services include investment planning, retirement planning, tax planning strategies, estate planning, insurance, risk management, education planning, gifting strategies and small business strategies. Jackson is located at Paragon’s Grove Park Banking Center at 4515 Poplar Avenue, Suite 108. She can be contacted at 901.322.0853.
Jackson received a Bachelor of Science from Lambuth University in 1996 and has since accumulated more than 15 years of investment management and financial services experience. Prior to joining Paragon Bank, Jackson worked as a Financial Advisor for Raymond James and was the Associate Vice President at Morgan Keegan. In addition, she maintains the following financial credentials: Investment Company and Variable Contracts Products Principal (Series 26), General Securities Representative (Series 7), and Uniform Securities Agent State Law (Series 63) securities registrations, held through LPL Financial, and the Tennessee Department of Financial Services Licenses Life and Variable Annuities.
An active member of the Memphis community, Jackson serves on the Board of Directors for Best Buddies, is the Committee Chair for Cub Scouts Pack 367 and has served as a member of Hope Church for 14 years. She enjoys playing golf, traveling with her family, supporting her children’s competitive baseball teams and Alabama football.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a registered investment advisor. Independent Financial Partners and Paragon Wealth Solutions are separate entities from LPL Financial. Insurance products offered through LPL Financial or its licensed affiliates. Paragon Bank and Paragon Wealth Solutions are not registered broker/dealers and are not affiliated with LPL Financial.