Osaic FA Team Managing $420M Bolts for Atria Subsidiary
Financial Advisor IQ | Alex Padalka
January 18, 2024
Arizona-based Paragon Financial Group was founded in 1999 by Frank Brown and now has another 10 financial professionals.
Atria Wealth Solutions announced it has lured a team of financial advisors from Osaic.
Glendale, Arizona–based Paragon Financial Group joins Atria subsidiary Cadaret, Grant & Co., according to Atria.
Founded in 1999 by Frank Brown, Paragon manages $420 million in client assets and has additional Arizona offices in Phoenix, Scottsdale, Flagstaff, Prescott and Tucson as well as an office in Denver, Atria says. Paragon’s roster also includes financial professionals Stacie Durns, Michael Edwards, Scott Hansen, Carl Hulse, David Lesnick, Todd Matthews, David Paez, Thomas Repass, Michael Ridley and Terry Toman, according to the announcement.
The move “was a strategic decision driven by our desire for access to the industry’s best technology and support from their senior-most leadership,” Brown said in the announcement.
