Alan Keppler
Founding Partner at Paragon Private Wealth Group
Based in Dallas, United States
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Seniority
C-Team
Department
General Business & Management
Location
Dallas
Industry
Financial Services
Company size
5
Contact information
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a•••••••@paragonpwg.com
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Background
About Alan Keppler
With over a decade of investment experience, Alan co-founded Paragon Private Wealth Group™ to redefine the level of service clients deserve. Prior to joining PPWG™, Alan held various positions with Merrill Lynch (now Merrill, a Bank of America company) including a wealth management advisor, market manager, and divisional portfolio specialist. It was at this time when he determined his passion and unique background would be valuable to provide a differentiated experience with his passion- working with individuals. He accomplished this transition working for JP Morgan Securities. With a desire to evolve, Alan left his post to focus full time on building out an unparalleled client experience with PPWG.
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