US-based Paragon Bank has established a new wealth management division called Paragon Wealth Solutions.
The new division, which employs six staff, will be headed by president and managing director Dan Overbey. Audrey Lisles will lead sales activity for the new unit.
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Paragon Wealth Solutions will help customers with retirement and investment planning and small business strategies.
The team comprises of four wealth advisors namely Staci Jackson, Mark Winburne, Kent "Brooks" Monypeny and Charles Hardee.
The unit aims to focus its offerings on a range of strategic plans, including business investments, company-wide retirement and individual retirement planning.
Additionally, Paragon has partnered with LPL Financial to provide equities, mutual funds and bonds annuities for businesses and individuals.
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By GlobalDataRobert Shaw, CEO of Paragon, said:"We pride ourselves on strategic growth while maintaining a focus on serving the needs of our customers. With individuals and small business owners in mind, we look forward to enabling more people to reach their investment and retirement goals."
