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Nily L
Series 63, Series 66
Concord, CA
Paragon Capital Management LLC
Nily Levy is a financial advisor at Paragon Capital Management LLC with 40 years of industry experience. She has held roles at Charles Schwab and Charles Schwab Bank, totaling 25 years before retiring briefly and joining Paragon Capital Management in 2020. Levy holds the Series 63 and Series 66 designations. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, offering discretionary portfolio management combined with financial planning, retirement strategy, asset allocation, and estate-planning support. The firm’s investment approach emphasizes fundamental analysis across a diverse mix of securities and typically pursues longer-term holdings with adaptive rebalancing based on client needs and market conditions.
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