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Paragon Wealth Solutions LPL Registered Sales Assistant: Audrey Liles

09-30-15

Paragon Bank has appointed Audrey Liles as an LPL Registered Sales Assistant of its Wealth Solutions team. Liles reports to Staci Jackson, Charles Hardee and Brooks Monypeny, Managing Partners and Wealth Advisors of the Paragon Wealth Solutions team.

“Audrey’s industry background and business acumen make her an excellent addition to the Wealth team,” said Robert Shaw, Chief Executive Officer at Paragon Bank. “She is dedicated to her work and provides excellent customer service, both of which enhance the client and her team’s experience.”

As an LPL Registered Sales Assistant, Liles provides client services and advisor support by fielding phone calls, placing unsolicited trades, solving operational issues, handling account maintenance and scheduling meetings. Additionally, she manages operational needs such as processing paperwork, tracking and paying invoices and submitting compliance requirements.

Since earning her Bachelor of Arts in marketing from the University of Tennessee, Liles has consulted branch personnel such as advisors, sales assistance and operations managers on the benefits of leveraging technology to enhance business functions. She also processed paperwork to open and maintain fee based accounts for the Morgan Keegan Wealth Management platform.

Audrey can be reached at 901.322.0854 or by visiting Paragon Wealth Solutions at 4515 Poplar Avenue, Suite 108.

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.

 

 

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