Newsroom

Paragon Wealth Solutions Managing Partner: Charles Hardee

05-04-15

Paragon Bank announced Charles Hardee as Managing Partner and Wealth Advisor of its Wealth Solutions team in November 2014. Hardee reports to Dan Overbey, President and Managing Director of Paragon Wealth Solutions, and Mike Edwards, President and Chief Operation Officer at Paragon Bank.

“Charles has invaluable experience in the local financial market and has been a tremendous addition to our growing team, ” said Edwards. “He shows an abiding dedication to his customers, consistently providing an elevated level of service, which is something we take great pride in at Paragon.”

As a Managing Partner and Wealth Advisor, Hardee is responsible for managing client assets and aligning their investments to help work towards personal financial goals. A few services offered by Hardee and his team include investment and retirement planning, risk management, and tax and small business planning strategies. Hardee is located at Paragon’s Grove Park Banking Center (4515 Poplar Avenue, Suite 108) and can be reached at 901.322.0851.

Since earning his bachelor’s degree with a concentration in marketing from the University of Memphis, Hardee amassed more than 20 years of experience as a Wealth Advisor for Morgan Keegan and Raymond James. Additionally he is heavily involved in the community as a member of Holy Communion Episcopal Church, supporter of Ducks Unlimited, and member of the sponsorship committee for Southern Hotwing Festival.

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.

 

If you enjoyed this article, would you mind sharing it?

---

Recent Posts