Paragon Private Wealth Management LLC

Dylan Jones is a financial advisor at Paragon Private Wealth Management LLC in Lexington, KY, holding a Series 66 license with two years of industry experience. His previous roles include positions at Raymond James & Associates, Morgan Stanley, and City National Bank of West Virginia. Outside of finance, he serves as a basketball coach at Lexington Catholic High School through the Roman Catholic Diocese of Lexington. Paragon Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and government entities by providing financial planning, investment management, and consulting services. The firm combines fundamental analysis with an asset-allocation approach based on Modern Portfolio Theory and offers ongoing account monitoring and ESG screening upon client request.

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 at Paragon Private Wealth Management LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and the University of Kentucky. Johns has been with Paragon since 2021. Paragon Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and government entities with financial planning, consulting, investment management, and wealth management services. The firm employs a combination of fundamental analysis and asset-allocation approaches based on Modern Portfolio Theory and incorporates ESG screening for clients who request it.

Mary Lockwood is a financial advisor with Paragon Private Wealth Management LLC in Lexington, KY, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her prior roles include positions at Meridian Wealth Management and Morgan Stanley Private Bank. Outside of advisory work, she manages a business entity related to investment advisory tax purposes and oversees payroll for childcare through a separate household management entity. Paragon Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and government entities with financial planning, consulting, investment management, and wealth management services. The firm employs an investment process combining fundamental analysis and asset allocation based on Modern Portfolio Theory, incorporates ESG screening upon request, and provides specialized cash management and treasury services for public sector clients.