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Paragon Wealth Doylestown Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Paragon Wealth Doylestown is a financial services firm based in Doylestown, Pennsylvania, focused on wealth management and client education. It provides independent, tailored guidance and takes a proactive approach to helping clients address their financial goals with efficient strategies. Its client base includes small business owners and individuals undergoing major life transitions who value personalized, independent wealth management.

Founded by experienced professionals with entrepreneurial backgrounds, the team brings a combined fifty years of experience in the financial services industry. Based in Doylestown, the firm maintains a small staff and emphasizes objective guidance across a broad range of available products to support clients' short- and long-term objectives.

Find Paragon Wealth Doylestown employees' phone numbers or email addresses

Paragon Wealth Doylestown Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Paragon Wealth Doylestown's Leadership

  • Founding Partner And Financial Advisor at Paragon Wealth Doylestown
    P. R.
    Founding Partner And Financial Advisor
    Mobile Phone
  • Founding Partner, Financial Advisor & President at Paragon Wealth Doylestown
    C. M.
    Founding Partner, Financial Advisor & President
    Mobile Phone
  • Founding Partner & Portfolio Manager at Paragon Wealth Doylestown
    R. F.
    Founding Partner & Portfolio Manager
    Mobile Phone
  • Director Of Operations at Paragon Wealth Doylestown
    L. C.
    Director Of Operations
    Mobile Phone
  • Financial Advisor at Paragon Wealth Doylestown
    J. K.
    Financial Advisor
    Mobile Phone
  • Financial Planner at Paragon Wealth Doylestown
    J. C.
    Financial Planner
    Mobile Phone
  • Financial Planner at Paragon Wealth Doylestown
    J. C.
    Financial Planner
    Mobile Phone
  • Service Advisor at Paragon Wealth Doylestown
    M. M.
    Service Advisor
    Mobile Phone

Paragon Wealth Doylestown Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Finance
  • Consultant

Contact profiles from Paragon Wealth Doylestown

Name
Title
Contact
Location
Last Update
  • Founding Partner And Financial Advisor at Paragon Wealth Doylestown
    P. R.
    Founding Partner And Financial Advisor
    Mobile Phone
    United States, Mississippi
    Jun 25, 2026
  • Founding Partner, Financial Advisor & President at Paragon Wealth Doylestown
    C. M.
    Founding Partner, Financial Advisor & President
    Mobile Phone
    United States, Pennsylvania
    Jul 02, 2026
  • Founding Partner & Portfolio Manager at Paragon Wealth Doylestown
    R. F.
    Founding Partner & Portfolio Manager
    Mobile Phone
    United States, Pennsylvania
    Jun 26, 2026
  • Director Of Operations at Paragon Wealth Doylestown
    L. C.
    Director Of Operations
    Mobile Phone
    United States, Pennsylvania
    Jul 01, 2026
  • Financial Advisor at Paragon Wealth Doylestown
    J. K.
    Financial Advisor
    Mobile Phone
    United States, Pennsylvania
    Apr 16, 2026
  • Financial Planner at Paragon Wealth Doylestown
    J. C.
    Financial Planner
    Mobile Phone
    United States
    Nov 10, 2025
  • Financial Planner at Paragon Wealth Doylestown
    J. C.
    Financial Planner
    Mobile Phone
    United States, Pennsylvania
    Apr 24, 2025
  • Service Advisor at Paragon Wealth Doylestown
    M. M.
    Service Advisor
    Mobile Phone
    Oct 18, 2024
  • Administrative Assistant at Paragon Wealth Doylestown
    S. L.
    Administrative Assistant
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Paragon Wealth Doylestown known for?

Minus sign iconPlus sign iconParagon Wealth Doylestown was founded in 2011 and operates in the Financial Services industry. Explore Paragon Wealth Doylestown's company overview page for more information.

What is Paragon Wealth Doylestown's most common email format?

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

How many employees does Paragon Wealth Doylestown have currently?

Minus sign iconPlus sign iconParagon Wealth Doylestown has approximately 6 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Paragon Wealth Doylestown's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Paragon Wealth Doylestown's key employees include:

  • Founding Partner And Financial Advisor: P. R.
  • Founding Partner, Financial Advisor & President: C. M.
  • Founding Partner & Portfolio Manager: R. F.
  • Director Of Operations: L. C.
  • Financial Advisor: J. K.

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