Paragon HM Wealth Management Group at Morgan Stanley

05/10/2026

Happy Mother's Day! We're so thankful for all the wonderful mothers and mother figures in our lives. Wishing you a day filled with appreciation, love, and well-deserved celebration.

05/07/2026

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.

morganstanley.com

04/27/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important.
https://livesocial.seismic.com/MFief

04/17/2026

Congratulations to Harding-Smith, CFA®, CRPC®, SIC and McClanahan on being named to the 2026 Forbes Best-In-State Wealth Advisors list for Alabama.

This recognition reflects your consistent focus on clients' goals, and the high standard of service you bring to our team every day. Your commitment to thoughtful guidance and long-term relationships is exactly what leadership in wealth management looks like.

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://livesocial.seismic.com/a0DVRE

Disclosure link – https://www.morganstanley.com/disclosures/awards-disclosure.html

04/14/2026

Alternatives can offer differentiated sources of return—but structure and implementation matter. In this episode of The Alts Report, Brian Holzer, Head of Alternative Investments Sales, and Alisa Wood, Partner at KKR, discuss what's driving growth in private markets, what's making these investments more accessible and flexible, and why allocating to alternatives often calls for a long-term mindset. Watch the full conversation: https://livesocial.seismic.com/Jy6Q6

04/13/2026

Excited to share that the Paragon HM Wealth Management Group has been included on NAPA's Top DC Advisor Teams (Defined Contribution) list.

This recognition underscores our ongoing commitment to helping organizations strengthen their retirement programs, enhance plan governance, and improve participant outcomes. We're grateful to our clients and partners for their trust, and proud of the work our team does every day to support employees on the path to retirement.

Source: napa-net.org (Awarded 2026) Data compiled by NAPA based on self-reported assets under advisement as of Dec 31 of the year prior to year the award was given.

04/10/2026

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the basics can help you navigate major money decisions. https://livesocial.seismic.com/alGebA

04/08/2026

Team Administrator (Birmingham, AL)

Paragon HM Wealth Management is hiring a Team Administrator in Birmingham, AL.

We're seeking someone who is highly organized, proactive, and exceptionally detail-oriented—with a strong mindset for process and follow-through. This in-office role will provide direct support to a founding partner and help keep the day-to-day ex*****on running smoothly as the business continues to expand.

myworkdayjobs.com

04/07/2026

In this episode of The Alts Report, Michael Gaviser, Wealth Management's Head of Private Markets and Michael Arougheti, CEO of Ares Management, discuss how sports investing extends beyond team ownership and how investors are gaining access alongside real estate and infrastructure opportunities. Watch the full conversation: https://livesocial.seismic.com/TQoXU

04/02/2026

Your professional journey is as important as your financial one. I invite you to join this "Building a Meaningful Career & Elevating your Elevator Pitch" session on April 6, where our panel of experts will share their career stories, pivotal moments and the values—like purpose, adaptability, and integrity—that have shaped their success. You'll also learn how to craft a compelling elevator pitch, helping you articulate your unique value and advance your career with confidence. https://livesocial.seismic.com/a0Fb57