What departments does FPA - Paragon Team have?

FPA - Paragon Team has employees across 3 departments including Business, Operations, Human Resources.

What is the largest department at FPA - Paragon Team?

The largest department at FPA - Paragon Team is Business with 2 employees.

Where are FPA - Paragon Team employees located globally?

FPA - Paragon Team has employees across 1 continents and 1 countries including United States Of America.

How has FPA - Paragon Team's team size changed over time?

FPA - Paragon Team's team has decreased from approximately 12 to 10 employees based on available data.

FPA - Paragon Team Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

FPA - Paragon Team operates in the financial services sector, focusing on wealth management and comprehensive financial planning for clients. Based in West Chester, Pennsylvania, the firm serves business owners, executives, and high-net-worth families. It employs a structured planning approach through WealthVision to help clients manage their financial needs over time. Securities are offered through LPL Financial, while investment advice is provided by Private Advisor Group, with both entities operating separately from FPA - Paragon Team. The organization consists of a small to mid-sized team within the wealth management landscape, coordinating relationships with multiple partners to deliver its services.

FPA - Paragon Team Global Highlights

North America
19

United States Of America
19

FPA - Paragon Team's Leadership

T. H. V.
Partner
Mobile Phone
Email
T. F.
Director Of Retirement Plan Services
Mobile Phone
Email
C. C. K.
Wealth Advisor And Director Of Business Planning Services
Mobile Phone
Email
T. H.
Wealth Manager
Mobile Phone
Email
J. H.
Operations Manager
Mobile Phone
Email
A. B.
Client Service Manager
Mobile Phone
Email
S. W. M.
Business Coach And Wealth Advisor
Mobile Phone
Email
D. A. O.
Wealth Advisor
Mobile Phone
Email

FPA - Paragon Team Employee Metrics

100%

50%

0%

2026

2025

Banking
Human Resources
Accounting
Administrative
Analytics
Other

Contact profiles from FPA - Paragon Team

Name

Title

Contact Info

Location

Last Update

B. B.
Wealth Advisor
Mobile Phone
Email
United StatesNew Jersey
Jun 08, 2026
T. V.
Emeritus
Mobile Phone
Email
United StatesNew Jersey
Mar 04, 2026
P. S. J. T.
Employee Benefits Specialist
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
A. S. W. M.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is FPA - Paragon Team known for?

FPA - Paragon Team was founded in 1968 operates in the Financial Services industry. The company's main headquarters is located in 300 Willowbrook Lane 315 West Chester, Pennsylvania United States; you can contact the main corporate office by phone at

+1-610-627-****

. Explore FPA - Paragon Team's company overview page for more information.

What is FPA - Paragon Team's most common email format?

FPA - Paragon Team employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FPA - Paragon Team email formats with LeadIQ.

How many employees does FPA - Paragon Team have currently?

FPA - Paragon Team has approximately 13 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are FPA - Paragon Team's key employees and leadership?

As of May 2026, FPA - Paragon Team's key employees include:

Partner: T. H. V.
Director Of Retirement Plan Services: T. F.
Wealth Advisor And Director Of Business Planning Services: C. C. K.
Wealth Manager: T. H.
Operations Manager: J. H.

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FPA - Paragon Team Employee Directory

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