Paragon Wealth Solutions LPL Registered Sales Assistant: Audrey Liles
Paragon Bank has appointed Audrey Liles as Registered Sales Assistant of its Wealth Solutions team. Lyles reports to Staci Jackson, Charles Hardee and Brooks Monypeny, Managing Partners and Wealth Advisors of the Paragon Wealth Solutions team.
Paragon Wealth Solutions Managing Partner: Charles Hardee
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.
Paragon Wealth Solutions Managing Partner: Staci Jackson
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.
Paragon Bank Announces Wealth Solutions Division
Paragon Bank has announced the formation of the Paragon Wealth Solutions division. The new division was created to assist customers with retirement and investment planning, as well as small business strategies. The group is comprised of six professionals with over 120 years of financial services and asset management experience.