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PARAGON Wealth Strategies, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

PARAGON Wealth Strategies, LLC operates in the financial services sector, delivering financial planning through CERTIFIED FINANCIAL PLANNER professionals. It serves successful individuals and families who are planning for retirement, helping them manage finances across their retirement horizon. Its core offerings span wealth preservation, tax-efficient wealth enhancement to generate cash flow, planned wealth transfer to heirs, and measures to protect assets from losses, litigation, or identity theft. The company is based in Jacksonville, Florida, and maintains a web presence at wealthguards.com. Recent industry reporting indicates Mercer Advisors acquired Paragon Wealth Strategies, LLC in December 2023.

Find PARAGON Wealth Strategies, LLC employees' phone numbers or email addresses

PARAGON Wealth Strategies, LLC Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

PARAGON Wealth Strategies, LLC's Leadership

  • Stylized image of a person
    S. R.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. K.
    Assistant Director - Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. N.
    Client Service Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. A.
    Client Services Ria
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. K.
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. K. R.
    Phone icon
    Mobile Phone

PARAGON Wealth Strategies, LLC Employee Metrics

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

Contact profiles from PARAGON Wealth Strategies, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. R.
    Partner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. K.
    Assistant Director - Financial Planning
    Phone icon
    Mobile Phone
    United StatesFlorida
    Nov 17, 2025
  • Stylized image of a person
    T. N.
    Client Service Associate
    Phone icon
    Mobile Phone
    United StatesNew Mexico
    Apr 16, 2026
  • Stylized image of a person
    C. A.
    Client Services Ria
    Phone icon
    Mobile Phone
    United StatesFlorida
    Oct 17, 2024
  • Stylized image of a person
    A. K.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. K. R.
    Phone icon
    Mobile Phone
    United StatesFlorida
    Feb 06, 2024

Frequently Asked Questions

What is PARAGON Wealth Strategies, LLC known for?

Minus sign iconPlus sign iconPARAGON Wealth Strategies, LLC was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 10245 Centurion Parkway North Suite 106 Jacksonville, Florida 32256 United States; you can contact the main corporate office by phone at
+1-904-861-****
. Explore PARAGON Wealth Strategies, LLC's company overview page for more information.

What is PARAGON Wealth Strategies, LLC's most common email format?

Minus sign iconPlus sign iconPARAGON Wealth Strategies, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PARAGON Wealth Strategies, LLC email formats with LeadIQ.

How many employees does PARAGON Wealth Strategies, LLC have currently?

Minus sign iconPlus sign iconPARAGON Wealth Strategies, LLC has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are PARAGON Wealth Strategies, LLC's key employees and leadership?

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As of February 2026, PARAGON Wealth Strategies, LLC's key employees include:

  • Partner: S. R.
  • Assistant Director - Financial Planning: J. K.
  • Client Service Associate: T. N.
  • Client Services Ria: C. A.
  • : A. K.

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