Paragon Management
We build trusted fiduciary relationships to help you grow and manage your wealth.
03/31/2025
As March closes, financial updates include:
-Services Support GDP Growth in 2025
-More Positive Inflation News
-Tariff Review
-Insiders and the Market
Economy-at-a Glance contains pertinent, simplified insights on market and economic factors that we are pleased to share.
Economy at a Glance March 2025 | Paragon Management As March closes, financial updates include: -Services Support GDP Growth in 2025 -More Positive Inflation News -Tariff Review -Insiders and the Market Economy-at-a Glance contains pertinent, simplified insights on market and economic factors that we are pleased to share.
12/23/2024
We are thrilled to welcome Dylan Jones to Paragon Management! Dylan previously interned at Paragon Management and now rejoins us as a Wealth Management Associate.
Dylan has continued to hone skills in client relations and operations in wealth management and he will ensure you receive the excellent service you have come to know and expect with Paragon.
Previously, Dylan worked as client service associate with Raymond James and Morgan Stanley. Prior, he also gained valuable experience as a customer service representative at a local bank.
Dylan earned a B.S. degree in finance at the University of Kentucky. Outside of the office, Dylan enjoys playing golf and attending sporting events. He also serves as an assistant to the basketball coach at a local high school.
Please join us in welcoming Dylan Jones to the Paragon Management team!
12/13/2024
Katie Lockwood, our CIO, provides us with pertinent, simplified insights and analysis on market and economic factors that we are pleased to share as we head into the final weeks of 2024.
The theme of December is continuing to monitor Inflation while observing job market trends and their collective impact on markets as we look ahead to 2025.
Read here: https://bit.ly/41yFWLB, our CIO, provides us with pertinent, simplified insights and analysis on market and economic factors that we are pleased to share as we head into the final weeks of 2024.
11/28/2024
As we celebrate Thanksgiving, the entire team at Paragon Management wants to take a moment to express our gratitude. Whether you are a colleague, client, friend or connection, your support means so much to us!
This season reminds us to appreciate all the blessings that have come our way and to thank all the people that have made them possible. Wish you and your loved ones a day filled with joy, reflection, togetherness and peace.
Happy Thanksgiving!
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Lexington, KY
40507
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |