Paragon Private Wealth Management LLC

Dylan Jones is a financial advisor at Paragon Private Wealth Management LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Stanley, and City National Bank of West Virginia. Outside of his advisory work, Jones serves as a basketball coach at Lexington Catholic High School through the Roman Catholic Diocese of Lexington. Paragon Private Wealth Management provides financial planning, consulting, investment management, and comprehensive wealth management services to individuals, trusts, estates, business entities, and government clients. The firm employs an investment approach that combines fundamental security analysis with Modern Portfolio Theory, tailoring portfolios to client risk tolerance and objectives.

Catherine Salsman is a CFP® with 27 years of experience in the financial services industry. She is currently with Paragon Private Wealth Management LLC and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is involved with an investment-related business with a partner in Lexington, KY. Paragon Private Wealth Management provides financial planning, consulting, investment management, and comprehensive wealth management services to individuals, trusts, estates, business entities, and government clients. The firm employs a combination of fundamental security analysis and Modern Portfolio Theory to tailor portfolios to client risk tolerance and objectives.

Emily Johns is a financial advisor with Paragon Private Wealth Management LLC in Lexington, KY, holding a Series 66 designation and eight years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and has experience with Kate and Brandon Salsman as well as the University of Kentucky. Paragon Private Wealth Management provides financial planning, consulting, investment management, and comprehensive wealth management services to individuals, trusts, estates, business entities, and government clients. The firm uses a combination of fundamental security analysis and Modern Portfolio Theory to tailor portfolios according to client risk tolerance and objectives, offering both discretionary and non-discretionary mandates.

Mary Lockwood is a financial advisor at Paragon Private Wealth Management LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Meridian Wealth Management and Morgan Stanley Private Bank. Outside of her advisory role, she manages a business entity related to investment advisory tax purposes and oversees payroll for childcare through a family LLC. Paragon Private Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, business entities, and governmental clients. The firm employs a combination of fundamental security analysis and Modern Portfolio Theory to tailor portfolios, offering both discretionary and non-discretionary management, and maintains a distinctive municipal cash-management practice.