PARAGON Wealth Strategies Adds Financial Advisor

JACKSONVILLE, FL— PARAGON Wealth Strategies, LLC, a boutique wealth management firm headquartered in Jacksonville, FL, announced today that Michael W. Carignan, formerly of Merrill Lynch, Price, Fenner, and Smith, has joined their firm.
By: PARAGON Wealth Strategies
 
Aug. 20, 2008 - PRLog -- JACKSONVILLE, FL— PARAGON Wealth Strategies, LLC, a boutique wealth management firm headquartered in Jacksonville, FL, announced today that Michael W. Carignan, formerly of Merrill Lynch, Price, Fenner, and Smith, has joined their firm as an Investment Advisor Representative.  Mike will be in charge of developing the firm’s offerings to business clients, with a focus on Employer Retirement Plans and Business Succession Planning.

“We are very pleased to have Mike on our team,” says Jon Castle, Managing Partner and Chief Investment Officer.  “He is a former Army officer who brings a tremendous work ethic and a solid background of experience to our firm.  Clients have already warmed to him and we feel he will be instrumental in taking PARAGON to the next level.”

Mike holds the Chartered Retirement Planning Counselor (CRPCTM) designation from the College for Financial Planning and a Bachelors Degree from The Citadel, The Military College of South Carolina.

PARAGON Wealth Strategies, LLC, is an SEC-registered Investment Advisory Firm specializing in retirement planning, estate planning, tax planning, and multigenerational wealth transfer techniques for high net worth clients and retiring business owners.  Structured as a fee-only firm for investment services, PARAGON has contracted with Fidelity Institutional Wealth Services to maintain custody of client accounts.  Their website is www.WealthGuards.com.

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PARAGON Wealth Strategies, LLC, is an SEC-registered Investment Advisory Firm specializing in retirement planning, estate planning, tax planning, and multigenerational wealth transfer techniques for high net worth clients and retiring business owners. Their website is www.WealthGuards.com.
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Email:Contact Author
Phone:(904) 861-0093
Zip:32256
Tags:Paragon Wealth Strategies, Retirement Planning, Financial Advisor, Financial Planning, Mike Carignan, Jon Castle, Wealthguards
Industry:Finance
Location:Jacksonville - Florida - United States
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Page Updated Last on: Aug 20, 2008



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