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Paragon Financial Services Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Paragon Financial Services is a financial services firm located in Richmond, Virginia. It aims to assist clients across all aspects of their financial lives, emphasizing highly personalized service and a commitment to financial stability and security. The firm describes its professionals as experienced and engaged, focused on guiding clients toward clearly defined goals and a disciplined approach to achieving them.

Within its structure, securities are offered through LPL Financial, a SIPC member, while investment advice is provided by Paragon Financial Services, a Registered Investment Advisor that operates separately from LPL Financial. The company notes it is registered to do business in multiple states, with details available on its website. The organization operates with a small professional staff, reflecting its focus on individual client relationships.

Find Paragon Financial Services employees' phone numbers or email addresses

Paragon Financial Services Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Africa
1

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  • South Africa
    1

Paragon Financial Services's Leadership

  • Stylized image of a person
    A. V. W.
    Client Relationship Manager
    Mobile Phone
  • Stylized image of a person
    C. N.
    Operations Manager
    Mobile Phone
  • Stylized image of a person
    M. D.
    Customer Service
    Mobile Phone
  • Stylized image of a person
    M. A.
    Certified Financial Planner
    Mobile Phone

Paragon Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Sales
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Paragon Financial Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. V. W.
    Client Relationship Manager
    Mobile Phone
    Dec 30, 2023
  • Stylized image of a person
    C. N.
    Operations Manager
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. D.
    Customer Service
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. A.
    Certified Financial Planner
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Paragon Financial Services known for?

Minus sign iconPlus sign iconParagon Financial Services was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-860-657-****
. Explore Paragon Financial Services's company overview page for more information.

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

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

How many employees does Paragon Financial Services have currently?

Minus sign iconPlus sign iconParagon Financial Services has approximately 4 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

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

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As of July 2026, Paragon Financial Services's key employees include:

  • Client Relationship Manager: A. V. W.
  • Operations Manager: C. N.
  • Customer Service: M. D.
  • Certified Financial Planner: M. A.

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