Paragon Financial Advisors Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Paragon Financial Advisors is a client-focused team of wealth management professionals that works in an efficient and collaborative manner to integrate our individual expertise with each client’s goals and objectives. Our team consists of professionals that specialize in financial planning, wealth management, investment management, trust services, and client relations to provide you with the best possible care. We will take the time to know you both individually and financially and will find ways to integrate your preferences into your investment portfolio. At Paragon Financial Advisors, our team’s main goal is to ensure you meet your needs and achieve your goals and dreams. 

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results. This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only."

Find Paragon Financial Advisors employees' phone numbers or email addresses

Paragon Financial Advisors Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

Paragon Financial Advisors's Leadership

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    J. T.
    Chief Executive Officer And Principal
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    D. W. H.
    President And Principal
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    R. C.
    Partner And Chief Investment Officer
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    S. M.
    Financial Quarterback & Partner
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    H. J.
    Lead Advisor
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    M. S.
    Operations Manager
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    C. N.
    Lead Advisor
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    C. N.
    Lead Advisor
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Contact profiles from Paragon Financial Advisors

Name
Title
Contact Info
Location
Last Update
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    S. T.
    Financial Advisor
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    United StatesTexas
    Sep 08, 2025
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    M. L.
    Financial Advisor
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    United StatesTexas
    Oct 27, 2025
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    A. H.
    Financial Planning Associate
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    Oct 16, 2024
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    C. R.
    Financial Planning Associate
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    United StatesTexas
    Aug 01, 2025
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    L. N.
    Administrative Assistant
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    United StatesTexas
    Feb 28, 2024
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    M. Z.
    Associate
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    Oct 17, 2024

Frequently Asked Questions

What is Paragon Financial Advisors known for?

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Paragon Financial Advisors was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Paragon Financial Advisors's company overview page for more information.

What is Paragon Financial Advisors's most common email format?

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Paragon Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Paragon Financial Advisors email formats with LeadIQ.

How many employees does Paragon Financial Advisors have currently?

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Paragon Financial Advisors has approximately 24 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Paragon Financial Advisors's key employees and leadership?

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As of December 2025, Paragon Financial Advisors's key employees include:

  • Chief Executive Officer And Principal: J. T.
  • President And Principal: D. W. H.
  • Partner And Chief Investment Officer: R. C.
  • Financial Quarterback & Partner: S. M.
  • Lead Advisor: H. J.

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