Alistair Harding-Smith, CFA, CRPC®, CRPS®, CDFA®
Managing Director, Wealth Management, Financial Advisor, Senior Institutional Consultant, Senior Portfolio Management Director, Lending Specialist
Phone:
(205) 968-6932(205) 968-6932
Paragon HM Wealth Management Group at Morgan Stanley
Alistair Harding-Smith, CFA, CRPC®, CRPS®, CDFA®Scott McClanahan, CRPS®Jennifer Hart, CFA, CFP®Andy Israel, CFP®Greg Werchanowskyj, CEPA®Barney HeywardRick MansourJohn AllenAndrew MillerHeath Henig
Direct:
(205) 344-8461(205) 344-8461
Industry Award WinnerOur Mission Statement
For those who value long-term consistency over short-term noise, we provide disciplined strategies, institutional experience, and multigenerational perspective to help you grow, protect, and pass on what truly matters.
Forward, together.
Paragon. The word evokes a standard of excellence — a touchstone against which all else is measured. Historically, that’s what it was: a stone used to test the purity of gold. Strike a nugget against it, and it revealed what was true, what endured, and what held real value.
At the Paragon HM Wealth Management Group, that same principle shapes how we approach wealth, families, and the responsibilities that come with both. It’s the idea that decisions should be tested — against experience, against discipline, against what endures over time.
For years, we have served as a touchstone for multigenerational families and closely held business owners. Their wealth was built patiently, stewarded carefully, and meant to last. They don’t need noise or novelty. They need sound judgment — applied consistently across markets, cycles, and generations.
We apply years of experience in institutional and family wealth management to every portfolio we manage, combining technical sophistication with a personal, family office approach. That means every portfolio is managed with institutional-caliber insights that span public and private markets, while every strategy is informed by a panoramic view of tax awareness, market volatility, and risk management.
At the same time, we don’t separate investments from planning, because families don’t live that way. The family you raise, the business you’ve built, the legacy you intend to leave — these are not abstracted from your financial strategy. They are key inputs, and our guidance is designed to support the full arc of your financial life, bridging generations and anticipating change before it arrives.
At the Paragon HM Wealth Management Group, that same principle shapes how we approach wealth, families, and the responsibilities that come with both. It’s the idea that decisions should be tested — against experience, against discipline, against what endures over time.
For years, we have served as a touchstone for multigenerational families and closely held business owners. Their wealth was built patiently, stewarded carefully, and meant to last. They don’t need noise or novelty. They need sound judgment — applied consistently across markets, cycles, and generations.
We apply years of experience in institutional and family wealth management to every portfolio we manage, combining technical sophistication with a personal, family office approach. That means every portfolio is managed with institutional-caliber insights that span public and private markets, while every strategy is informed by a panoramic view of tax awareness, market volatility, and risk management.
At the same time, we don’t separate investments from planning, because families don’t live that way. The family you raise, the business you’ve built, the legacy you intend to leave — these are not abstracted from your financial strategy. They are key inputs, and our guidance is designed to support the full arc of your financial life, bridging generations and anticipating change before it arrives.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Who we are
Paragon HM Wealth Management Group is a team of financial advisors at Morgan Stanley with offices in Birmingham, Tuscaloosa, Huntsville and Montgomery, Alabama, that serves multigenerational families, closely held business owners, corporate executives, and other clients across Alabama and beyond.
We provide comprehensive wealth management services, including financial planning, investment management, and multigenerational estate and succession planning. Each strategy is tailored to our clients' goals and legacy, with careful attention to risk management, tax efficiency, and changing market conditions.
For decades, our practice has applied institutional experience and a disciplined multigenerational perspective to help clients grow, protect, and pass on their wealth. As part of Morgan Stanley, we combine a family office-style personal focus with the extensive resources and research of a global financial institution. Our team includes advisors with advanced industry credentials (such as CFA® and CFP®*), underscoring our commitment to expertise and client trust.
Our services include:
· Financial Planning
· Business Planning & Exit Strategies
· Business Succession Planning
· Asset Management
· Tax Mitigation Strategies
· Retirement Planning
· Education Planning
· Estate Planning
· Cash Management and Lending
*CFA: Alistair Harding-Smith, Jennifer Hart
*CFP: Andy Israel, Jennifer Hart
Our Credentials
Our team holds some of the most prestigious designations in wealth management, and we're proud of that distinction. More than letters after a name—they represent our commitment to staying at the forefront of our field, so we can deliver the most informed, relevant guidance to the families we serve.
Chartered Financial Analyst
Held by Alistair Harding-Smith, Jennifer Hart
Regarded globally as the gold standard in investment analysis, the CFA designation allows us to evaluate opportunities and manage risk with the same rigor as top institutional investors — so your wealth is positioned to endure and grow.
Certified Financial Planner®
Held by Jennifer Hart, Andy Israel, Madeline Jordan
The CFP® is the definitive mark of excellence in financial planning. It allows us to connect every investment, tax strategy, and estate decision to your family's goals and values, helping to ensure your wealth supports the life and legacy you intend.
Corporate Retirement Director
Held by Alistair Harding-Smith, Scott McClanahan
A rare mark of excellence held by 2.6% of Morgan Stanley Advisors as of December 2025, this reflects our deep experience in designing corporate retirement programs, with a level of strategic rigor that also carries over to our private wealth practice.
Family Wealth Director
Held by Scott McClanahan
Held by just 6% of Morgan Stanley advisors nationwide as of December 2025, this designation allows us to support multigenerational families in governance, education, and long-term planning, so that their legacy can endure for decades to come.
Alternative Investments Director
Held by Alistair Harding-Smith, Andy Israel
This specialized certification allows us to evaluate, integrate, and oversee complex alternatives — private equity, hedge funds, and other strategies — helping to give your portfolio diversification and resilience few advisors can match.
Chartered Retirement Planning Counselor®
Held by Alistair Harding-Smith, Andy Israel
This equips us to structure retirement strategies that help ensure you and your family can enjoy the lifestyle you've worked for, while maintaining flexibility and security across generations.
Chartered Retirement Plans Specialist®
Held by Alistair Harding-Smith, Scott McClanahan
This credential helps us bring institutional-level discipline to your retirement plans, keeping them aligned with your broader financial strategy while helping to optimize risk and returns.
Certified Divorce Financial Analyst®
Held by Alistair Harding-Smith
When life changes, we're equipped to guide families through transitions with precision, helping protect what matters most and keep your broader financial strategy intact.
Certified Exit Planning Advisor®
Held by Greg Werchanowskyj
The CEPA® gives us the skillset to guide business owners through succession planning, mergers, or sales — so your business, and your family's wealth, can continue to thrive across generations.
Certified Investment Management Analyst®
Held by Cole Baker, Jaron Scott
We bring elite expertise in constructing sophisticated portfolios, blending public and private markets, alternatives, and customized strategies — all tailored to your unique circumstances and long-term objectives.
Government Entities Specialist
Held by Alistair Harding-Smith
We have the rigor to navigate complex regulations and fiduciary standards of public funds — insights we also bring to managing private wealth.
Lending Specialist
Held by Alistair Harding-Smith
We have the ability to structure sophisticated credit solutions that support family goals or business needs without jeopardizing your long-term financial plan.
National Recognitions for Paragon HM Wealth Management
Forbes Best-In-State Wealth Management Teams
Our inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 2,800 teams with cumulative assets of roughly $4 trillion. These groups of experienced wealth managers have proven track records of success according to SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.
Paragon HM Received this in 2023
Paragon HM Received this in 2023
Forbes Best-In-State Wealth Advisors
Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on factors like revenue trends, AUM, compliance records, industry experience and more.
Alistair Harding-Smith: 2018, 2019, 2020, 2021, 2022, 2023, 2024 and 2025
Scott McClanahan: 2021 and 2022
Alistair Harding-Smith: 2018, 2019, 2020, 2021, 2022, 2023, 2024 and 2025
Scott McClanahan: 2021 and 2022
Barron's Top 1,200 Financial Advisors State-by-State
The rankings are based on data provided by around 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Alistair Harding-Smith: 2022, 2023, 2024 and 2025
Scott McClanahan: 2022
Alistair Harding-Smith: 2022, 2023, 2024 and 2025
Scott McClanahan: 2022
Multigenerational Wealth
At Paragon HM, we see wealth the way families here do: as something to be stewarded, respected, and passed on with intention. Every decision carries weight:
• How will this affect my family five, ten, twenty years from now?
• Am I preparing the next generation to carry the torch, not just the wealth?
These are the kinds of questions we help answer. Led by a Family Wealth Director, our team brings decades of experience while remaining in the prime of our careers. That means we're able to provide relatable perspective for every generation, and the runway to support your family for years to come. We're also actively mentoring the next generation of advisors, building a bench of talent that helps ensure continuity and care.
Legacy: Preparing Your Family, Not Just the Portfolio
You've worked hard to build your wealth, but the real measure is in how it carries forward. We help you structure governance, succession, and estate strategies so that your family's vision, values, and ambitions are preserved alongside the assets themselves. That means thoughtful integration of next spouses, careful consideration of family business transitions, and creating opportunities for heirs to engage early.
Education: Engaging the Next Generation Early
When your children or grandchildren step into their roles, you want them ready, not just with access to accounts, but with the financial wherewithal to handle their inheritance responsibly. Our team spans generations, which allows us not only to provide continuity of care, but also to meet each family member where they are. Younger family members gain guidance that balances independence with stewardship, helping them understand complex financial tools, investment strategy, and the responsibilities of wealth.
Commitment: Relationships Measured in Decades
We're not here for short-term gains. We're here for the long view: smoothing communication across family branches, anticipating future needs, and structuring succession so legacies endure. From tax-aware investment strategies to alternative assets, estate planning, and philanthropic guidance, every recommendation is grounded in technical sophistication, applied with the personal focus and service that successful families expect.
Location
740 Shades Creek Pkwy
Ste 100
Birmingham, AL 35209
US
Direct:
(205) 344-8461(205) 344-8461
1470 Northbank Parkway
Suite 275
Tuscaloosa, AL 35406
US
Direct:
(205) 344-8443(205) 344-8443
305 Church Street
Suite 700
Huntsville, AL 35801
US
7515 Halcyon Summit Dr
Suite 300
Montgomery, AL 36117
US
Meet Paragon HM Wealth Management Group
Scott McClanahan, CRPS®
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(205) 344-8449(205) 344-8449
Jennifer Hart, CFA, CFP®
Vice President, Financial Advisor, Resident Manager
Phone:
(205) 344-8448(205) 344-8448
Andy Israel, CFP®
First Vice President, Financial Advisor, Alternative Investments Director
Phone:
(205) 968-6925(205) 968-6925
Greg Werchanowskyj, CEPA®
Vice President, Financial Advisor
Phone:
(205) 969-7083(205) 969-7083
Phone:
(256) 535-2800(256) 535-2800
Rick Mansour
Vice President, Financial Advisor
Phone:
(205) 969-7098(205) 969-7098
John Allen
Financial Advisor
Phone:
(256) 535-2802(256) 535-2802
Andrew Miller
Investment Consultant
Phone:
(205) 344-8480(205) 344-8480
Phone:
(205) 968-6930(205) 968-6930
Cole Baker, CIMA®
Assistant Vice President, Director of Investments
Phone:
(205) 968-6914(205) 968-6914
Tyler Nix
Assistant Vice President, Chief of Staff
Phone:
(205) 344-8461(205) 344-8461
Kimberly Caldwell
Senior Registered Client Service Associate
Phone:
(205) 344-8472(205) 344-8472
Jaron Scott, CIMA®
Registered Client Service Associate
Phone:
(205) 344-8471(205) 344-8471
Grant Hagedorn
Registered Client Service Associate
Phone:
(205) 968-6924(205) 968-6924
Madeline Jordan, CFP®
Registered Client Service Associate
Phone:
(256) 535-2804(256) 535-2804
Mackenzie O'Loughlin
Client Service Associate
Phone:
(205) 969-7043(205) 969-7043
About Alistair Harding-Smith
Alistair Harding-Smith is a founding partner and head of investment strategy and portfolio management for the Paragon HM Wealth Management Group at Morgan Stanley in Birmingham, Alabama. An industry veteran of more than 25 years, he has extensive experience managing assets for and working closely with endowments, corporate pension funds, government entities and a broad range of high-net-worth individuals.
Overseeing a 16-member Group with more than $2.7 billion in client assets as of September 2025, Alistair was named to Forbes’ Best-in-State Wealth Advisor list for 2018-2025 and Barron’s America’s Top 1,200 Advisors list from 2022-2025.
A Managing Director and Financial Advisor with Morgan Stanley, Alistair is highly adept at clearly communicating complex financial concepts in an easy way for clients to understand. He builds strong relationships with clients by maintaining consistent contact with them and keeping them well-informed about current events and their financial implications.
Alistair has always been very focused on educating himself to better serve his clients and support his team. He holds many professional designations, including:
• Alternative Investment Director
• Certified Divorce Financial Analyst (CDFA)
• Chartered Financial Analyst® (CFA®)
• Chartered Retirement Plans Specialist (CRPS)
• Chartered Retirement Planning Counselor (CRPC)
• Corporate Retirement Director
• Government Entities Specialist
• Lending Specialist
• Senior Investment Management Consultant
• Workplace Advisor - Equity Compensation
Alistair’s distinguished career began in 1996 at Coopers & Lybrand as an actuarial consultant for pensions and investments. His hands-on experience came at Barclays Global Investors in London and San Francisco, where he was an investment strategist and principal portfolio manager, overseeing institutional assets in excess of $5 billion. It is there that Alistair worked on the team responsible for developing an Exchange Traded Fund (ETF) and also served on a steering committee for the prestigious FTSE index.
Born in Windsor, England, Alistair attended St. Paul’s school in London and graduated from Bristol University in England, receiving a BSc in Mathematics and Economics. Classically trained in the oboe and piano, Alistair served as past president and treasurer of the Tuscaloosa Symphony Orchestra and is currently President of the TSO Endowment Fund. Alistair was involved in the 2022 World Games in Birmingham and a member of the Sports Council representing Squash.
Alistair lives in Hoover, Alabama, with his wife Katie, and spends his time actively involved with his three children, Lauren, William, and Caedmon.
Disclosures:
2022-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (2022-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018-2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
Overseeing a 16-member Group with more than $2.7 billion in client assets as of September 2025, Alistair was named to Forbes’ Best-in-State Wealth Advisor list for 2018-2025 and Barron’s America’s Top 1,200 Advisors list from 2022-2025.
A Managing Director and Financial Advisor with Morgan Stanley, Alistair is highly adept at clearly communicating complex financial concepts in an easy way for clients to understand. He builds strong relationships with clients by maintaining consistent contact with them and keeping them well-informed about current events and their financial implications.
Alistair has always been very focused on educating himself to better serve his clients and support his team. He holds many professional designations, including:
• Alternative Investment Director
• Certified Divorce Financial Analyst (CDFA)
• Chartered Financial Analyst® (CFA®)
• Chartered Retirement Plans Specialist (CRPS)
• Chartered Retirement Planning Counselor (CRPC)
• Corporate Retirement Director
• Government Entities Specialist
• Lending Specialist
• Senior Investment Management Consultant
• Workplace Advisor - Equity Compensation
Alistair’s distinguished career began in 1996 at Coopers & Lybrand as an actuarial consultant for pensions and investments. His hands-on experience came at Barclays Global Investors in London and San Francisco, where he was an investment strategist and principal portfolio manager, overseeing institutional assets in excess of $5 billion. It is there that Alistair worked on the team responsible for developing an Exchange Traded Fund (ETF) and also served on a steering committee for the prestigious FTSE index.
Born in Windsor, England, Alistair attended St. Paul’s school in London and graduated from Bristol University in England, receiving a BSc in Mathematics and Economics. Classically trained in the oboe and piano, Alistair served as past president and treasurer of the Tuscaloosa Symphony Orchestra and is currently President of the TSO Endowment Fund. Alistair was involved in the 2022 World Games in Birmingham and a member of the Sports Council representing Squash.
Alistair lives in Hoover, Alabama, with his wife Katie, and spends his time actively involved with his three children, Lauren, William, and Caedmon.
Disclosures:
2022-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (2022-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018-2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
Securities Agent: WI, IL, AZ, AR, RI, MD, CA, GA, FL, CO, UT, SD, SC, NJ, NC, LA, KY, WA, VA, NV, CT, AL, TN, OH, MO, IN, HI, DE, VI, MI, MA, TX, KS, WY, PA, MS, NY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261964
NMLS#: 1261964
About Scott McClanahan
Scott McClanahan is a Managing Director at Morgan Stanley and a principal partner of Paragon HM Wealth Management Group at Morgan Stanley in Birmingham Alabama, a 16-member team managing over $2.7 billion in client assets as of September 2025. With 21 years of experience in financial services, Scott’s dedication is integral to his team’s success. Based in the city of Mountain Brook, Scott wears many hats. He is not only a Financial Advisor and a Senior Portfolio Management Director but also a Family Wealth Director and Corporate Retirement Director. His commitment to providing clients with a high level of service and advice is steadfast, demonstrated by his recent selection to Morgan Stanley’s National FA Council in January 2024, where he also serves on the technology sub-committee.
Scott’s accolades include making the Forbes list for Top Next-Generation Wealth Advisors in 2018 and 2019, and the Best-In-State Wealth Advisors list in 2021 and 2022. These recognitions reflect his dedication and exceptional service to his clients, ranging from ultra-high-net-worth individuals to endowments and corporate pension funds.
Known for his high energy, amicable personality, and ability to leverage the vast global resources of Morgan Stanley, Scott excels at helping clients identify their unique goals and uncover needs they may not have considered. His disciplined approach to wealth management instills confidence in his clients, fostering strong, trust-based relationships. Scott’s ability to connect with a diverse group of people is partly attributed to his upbringing. His father, a sought-after engineer, required the family to move frequently, allowing Scott to experience different cultures and meet a variety of people. This background has shaped his appreciation for diversity and connection.
When Scott isn’t serving clients, he is deeply involved in his community. He resides in Mountain Brook with his wife, Gina, and their four children, Marcus, Larisey, Hazel, and Eve. He spends his weekends traveling or coaching various sports that his children are involved in, believing in the valuable life skills these activities provide at their ages.
He has raised funds for several nonprofit groups, including the Druid City Hospital (DCH) Foundation and the YMCA. Scott has served as president and board member of the Tuscaloosa County YMCA, led its capital campaign, and was a board member for The Chamber of Commerce of West Alabama. He is a member of the Alexis de Tocqueville Society for Central and West Alabama and formerly headed the Legacy Team for Church of the Highlands in Birmingham.
Before his career at Morgan Stanley, Scott was an All-American baseball player for the University of Alabama and was drafted by the New York Yankees in 2002. He also served as a color commentator for ESPN and the SEC networks. His passion for sports continues today as he coaches youth sports and supports baseball initiatives in the Dominican Republic.
In his free time, Scott enjoys traveling with his wife, playing squash, ping pong, and golf, and spending time with his children.
In an industry often defined by numbers, Scott McClanahan’s success is measured not just by the assets he manages but by the lives he impacts and the communities he enriches, both personally and professionally.
2018-2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018-2019). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2021 -2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Scott’s accolades include making the Forbes list for Top Next-Generation Wealth Advisors in 2018 and 2019, and the Best-In-State Wealth Advisors list in 2021 and 2022. These recognitions reflect his dedication and exceptional service to his clients, ranging from ultra-high-net-worth individuals to endowments and corporate pension funds.
Known for his high energy, amicable personality, and ability to leverage the vast global resources of Morgan Stanley, Scott excels at helping clients identify their unique goals and uncover needs they may not have considered. His disciplined approach to wealth management instills confidence in his clients, fostering strong, trust-based relationships. Scott’s ability to connect with a diverse group of people is partly attributed to his upbringing. His father, a sought-after engineer, required the family to move frequently, allowing Scott to experience different cultures and meet a variety of people. This background has shaped his appreciation for diversity and connection.
When Scott isn’t serving clients, he is deeply involved in his community. He resides in Mountain Brook with his wife, Gina, and their four children, Marcus, Larisey, Hazel, and Eve. He spends his weekends traveling or coaching various sports that his children are involved in, believing in the valuable life skills these activities provide at their ages.
He has raised funds for several nonprofit groups, including the Druid City Hospital (DCH) Foundation and the YMCA. Scott has served as president and board member of the Tuscaloosa County YMCA, led its capital campaign, and was a board member for The Chamber of Commerce of West Alabama. He is a member of the Alexis de Tocqueville Society for Central and West Alabama and formerly headed the Legacy Team for Church of the Highlands in Birmingham.
Before his career at Morgan Stanley, Scott was an All-American baseball player for the University of Alabama and was drafted by the New York Yankees in 2002. He also served as a color commentator for ESPN and the SEC networks. His passion for sports continues today as he coaches youth sports and supports baseball initiatives in the Dominican Republic.
In his free time, Scott enjoys traveling with his wife, playing squash, ping pong, and golf, and spending time with his children.
In an industry often defined by numbers, Scott McClanahan’s success is measured not just by the assets he manages but by the lives he impacts and the communities he enriches, both personally and professionally.
2018-2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018-2019). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2021 -2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: WY, AL, VA, MS, MI, LA, IL, WI, UT, CA, WA, SD, KY, GA, SC, HI, DE, NV, IN, FL, TN, PA, NJ, CT, RI, NY, NC, MO, MA, KS, CO, AZ, OH, AR, TX, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1282601
NMLS#: 1282601
About Jennifer Hart
Jennifer is a Financial Advisor with Paragon HM Wealth Management Group providing financial planning and investment advice. She also serves as the branch manager of the Tuscaloosa Northbank branch.
Jennifer brings a consultative approach to her clients by leveraging both the team and each client’s other trusted advisors to understand the client’s needs and to build strategies that help to reach their goals.
Jennifer holds the Chartered Financial Analyst® designation, which is widely recognized as one of the leading designations for proven competence in investment analysis and wealth management. In addition, she holds the Certified Financial Planner® designation, which is the standard of excellence in financial planning.
Jennifer is married to Robby, a Tuscaloosa native, and they have two daughters, Bradley (5) and Cece (4). She is Chairman of the Board of Directors for First Presbyterian Preschool, Secretary of the Board of Directors for Freedom Farm, and a member of the Finance Committee for the Chamber of Commerce of West Alabama’s Board of Directors. In her spare time, you can find Jen enjoying some time on the lake or playing games with her family.
Jennifer brings a consultative approach to her clients by leveraging both the team and each client’s other trusted advisors to understand the client’s needs and to build strategies that help to reach their goals.
Jennifer holds the Chartered Financial Analyst® designation, which is widely recognized as one of the leading designations for proven competence in investment analysis and wealth management. In addition, she holds the Certified Financial Planner® designation, which is the standard of excellence in financial planning.
Jennifer is married to Robby, a Tuscaloosa native, and they have two daughters, Bradley (5) and Cece (4). She is Chairman of the Board of Directors for First Presbyterian Preschool, Secretary of the Board of Directors for Freedom Farm, and a member of the Finance Committee for the Chamber of Commerce of West Alabama’s Board of Directors. In her spare time, you can find Jen enjoying some time on the lake or playing games with her family.
Securities Agent: WV, WI, TX, OR, ND, MT, ME, MA, LA, AR, IA, WY, VI, SD, NM, NJ, CT, CA, IN, AK, IL, AZ, DC, FL, KY, OH, VA, WA, VT, UT, DE, AL, RI, PA, MS, HI, CO, GA, ID, KS, MI, MN, NE, OK, MO, SC, NC, MD, NH, NY, TN, NV, PR; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1638816
NMLS#: 1638816
About Andy Israel
Andy is a First Vice President with Morgan Stanley and a partner with Paragon HM Wealth Management Group. He is an experienced financial advisor that focuses on retirement and income strategies for individuals and small businesses. Andy works with his clients to help cultivate and implement custom estate planning strategies that are tailored for each individual’s needs. He has 22 years of industry experience and holds the Alternative Investments Director designation, Chartered Retirement Planning Counselor designation, and the Certified Financial Planner (CFP*) designation which is the standard of excellence in financial planning.
Andy graduated from The University of Alabama with a bachelor’s degree in Business Management and a double minor in Psychology and Biology. He began his career at Merrill Lynch in 2003 and joined Morgan Stanley and Paragon HM Wealth Management Group in June of 2022
Andy and his family are members of Oak Mountain Presbyterian Church. He has served on the Missions Team there for over 15 years. He has also chaired the US Home Team and the Short-Term Mission Trip committees. He led multiple short term medical trips to Uganda, Africa from 2004-2007. He is also Certified in Global Disaster Response through the Mission to the World organization and received a certification in Advanced Medical Leadership training in 2014.
Andy loves to travel with his family, hunting, skiing, golf and tennis. He served as the chair of the Tennis Committee at Vestavia Hills Country Club for 3 years, and currently serves as a board member. Andy and his wife Brandi currently live in Vestavia Hills with their three children Mary-Scott, Tucker and Asher.
Andy graduated from The University of Alabama with a bachelor’s degree in Business Management and a double minor in Psychology and Biology. He began his career at Merrill Lynch in 2003 and joined Morgan Stanley and Paragon HM Wealth Management Group in June of 2022
Andy and his family are members of Oak Mountain Presbyterian Church. He has served on the Missions Team there for over 15 years. He has also chaired the US Home Team and the Short-Term Mission Trip committees. He led multiple short term medical trips to Uganda, Africa from 2004-2007. He is also Certified in Global Disaster Response through the Mission to the World organization and received a certification in Advanced Medical Leadership training in 2014.
Andy loves to travel with his family, hunting, skiing, golf and tennis. He served as the chair of the Tennis Committee at Vestavia Hills Country Club for 3 years, and currently serves as a board member. Andy and his wife Brandi currently live in Vestavia Hills with their three children Mary-Scott, Tucker and Asher.
Securities Agent: TX, MI, KY, MO, CO, WI, NJ, NC, IL, WA, VA, LA, GA, DC, AZ, AR, OH, KS, TN, MN, NV, CT, RI, WY, PA, MA, FL, CA, DE, SC, SD, NY, MS, IN, HI, AL, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 509939
NMLS#: 509939
About Greg Werchanowskyj
Greg is a Financial Advisor and partner with Paragon HM Wealth Management Group at Morgan Stanley in Birmingham Alabama. His focus is to make a meaningful difference in the lives of others. Greg serves families and businesses to develop and maintain comprehensive strategies around wealth, wealth transfer, asset protection, philanthropic goals and business succession planning. His investment solutions are founded in risk management and forged in institutional wealth management. He also serves as the group’s insurance and risk management strategist.
Prior to joining Paragon HM Wealth Management Group, Greg began his professional career with start-ups in both the technology and healthcare space, having worked through multiple IPO’s. He also ran multiples businesses in both real estate and insurance.
Greg’s robust experience working with successful start-ups and entrepreneurs has proven to be a valuable asset in his wealth management career at Morgan Stanley. He holds the CEPA® Certified Exit Planning Advisor designation to help business owners protect and manage their wealth through an exit transition. He is able to connect with clients on a business ownership level and provide a unique perspective of advice and products that are relevant, beneficial and appropriate for clients.
He earned a bachelor’s degree in business with a major in marketing from the University of Mississippi. Greg currently serves as a Board Member with Ady’s Army. He also works with a mentoring program, Emerging Leaders and is active with youth sports. Originally from Marietta, Georgia, Greg currently resides in Birmingham, Alabama with his wife Ashley and their two children, Lily Kate and Will.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Prior to joining Paragon HM Wealth Management Group, Greg began his professional career with start-ups in both the technology and healthcare space, having worked through multiple IPO’s. He also ran multiples businesses in both real estate and insurance.
Greg’s robust experience working with successful start-ups and entrepreneurs has proven to be a valuable asset in his wealth management career at Morgan Stanley. He holds the CEPA® Certified Exit Planning Advisor designation to help business owners protect and manage their wealth through an exit transition. He is able to connect with clients on a business ownership level and provide a unique perspective of advice and products that are relevant, beneficial and appropriate for clients.
He earned a bachelor’s degree in business with a major in marketing from the University of Mississippi. Greg currently serves as a Board Member with Ady’s Army. He also works with a mentoring program, Emerging Leaders and is active with youth sports. Originally from Marietta, Georgia, Greg currently resides in Birmingham, Alabama with his wife Ashley and their two children, Lily Kate and Will.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Securities Agent: MA, WI, UT, NC, GA, CA, AR, TN, SC, RI, MS, KY, IN, WY, NJ, AL, WA, NY, FL, CT, MI, TX, AZ, PA, NV, KS, HI, DE, SD, LA, IL, CO, VA, OH, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1278626
NMLS#: 1278626
About Barney Heyward
Barney is a Financial Advisor with Paragon HM Wealth Management Group in Huntsville, Alabama. He utilizes this talented team of professionals to work together to ensure his clients receive the attention and analysis necessary to help realize their financial goals. In relying upon the team’s broad experience and vast capabilities, he is able to deliver a variety of wealth management solutions to his clients.
Barney attended Lenoir Rhyne University where he received a BS of Arts and went on to earn a Master of Divinity from Covenant Theological Seminary. Prior to joining Morgan Stanley, he spent six years in private banking with National Bank of Commerce and Royal Bank of Canada and more than eight years combined with Morgan Keegan and Raymond James in Huntsville. Barney’s experience in the ministry and private banking gives him a unique perspective when serving clients.
Serving in the community is a core value in Barney’s life. He has served in many different capacities including co-chair of The Huntsville Hospital Golf Classic, board member of Lincoln Village Preservation Corporation, board member of the Calhoun Community Foundation, board member of the Vantage Leadership Initiative, and is a member of downtown Huntsville Rotary Club. Prior to joining Morgan Stanley, he served as a board member and past president of National Children’s Advocacy Center. Barney, his wife, Tricia, and three of their four children reside in Huntsville, and they have five grandchildren. In Barney’s spare time he enjoys golf, hunting, fly fishing, and traveling with his wife.
Barney attended Lenoir Rhyne University where he received a BS of Arts and went on to earn a Master of Divinity from Covenant Theological Seminary. Prior to joining Morgan Stanley, he spent six years in private banking with National Bank of Commerce and Royal Bank of Canada and more than eight years combined with Morgan Keegan and Raymond James in Huntsville. Barney’s experience in the ministry and private banking gives him a unique perspective when serving clients.
Serving in the community is a core value in Barney’s life. He has served in many different capacities including co-chair of The Huntsville Hospital Golf Classic, board member of Lincoln Village Preservation Corporation, board member of the Calhoun Community Foundation, board member of the Vantage Leadership Initiative, and is a member of downtown Huntsville Rotary Club. Prior to joining Morgan Stanley, he served as a board member and past president of National Children’s Advocacy Center. Barney, his wife, Tricia, and three of their four children reside in Huntsville, and they have five grandchildren. In Barney’s spare time he enjoys golf, hunting, fly fishing, and traveling with his wife.
Securities Agent: UT, NV, KS, WI, VA, TN, SD, OH, MS, MA, LA, WA, MO, IN, AL, NY, DE, AR, TX, NJ, MI, KY, PA, NC, FL, WY, WV, SC, RI, CT, CO, AZ, IL, HI, GA, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 2119646
NMLS#: 2119646
About Rick Mansour
Richard Mansour is a seasoned professional with a rich background in both retail and financial services. He earned his Bachelor of Business Administration degree from the University of Georgia's Terry College of Business in 1977. Richard began his career as the Chief Financial Officer for a multi-store regional retail corporation, where he worked for 23 years. In 2000, he transitioned to the financial services industry, joining Salomon Smith Barney in Atlanta as a Private Wealth Manager, specializing in high-net-worth clients.
In 2003, Richard moved to Birmingham and joined Merrill Lynch as a Financial Advisor, a role he held for another 23 years. Throughout his years advising clients, Richard excelled as a qualified Portfolio Manager, offering traditional advice and guidance while crafting personalized investment strategies. His expertise includes managing individual stocks, bonds, custom portfolios, and third-party investment strategies on a discretionary basis. Richard's diverse clientele includes individuals, families, businesses, and charitable foundations. In 2025, Richard joined the Paragon HM Wealth Management Group at Morgan Stanley. He saw this as an opportunity to not only continue to offer his clients the service they have come to know, but to add different dimensions to his practice to fully support all his client's needs. In joining the Paragon HM Wealth Management Group, Richard now has access to the full depth and breadth of Morgan Stanley's offerings along with a 17-member team to support him and his clients.
Outside of his professional life, Richard and his wife, Marilyn, reside in Birmingham, Alabama. They are actively involved in their church and various charitable organizations. Richard enjoys spending his leisure time playing golf, attending live theatre, and traveling. He is a proud father of two daughters and a grandfather.
In 2003, Richard moved to Birmingham and joined Merrill Lynch as a Financial Advisor, a role he held for another 23 years. Throughout his years advising clients, Richard excelled as a qualified Portfolio Manager, offering traditional advice and guidance while crafting personalized investment strategies. His expertise includes managing individual stocks, bonds, custom portfolios, and third-party investment strategies on a discretionary basis. Richard's diverse clientele includes individuals, families, businesses, and charitable foundations. In 2025, Richard joined the Paragon HM Wealth Management Group at Morgan Stanley. He saw this as an opportunity to not only continue to offer his clients the service they have come to know, but to add different dimensions to his practice to fully support all his client's needs. In joining the Paragon HM Wealth Management Group, Richard now has access to the full depth and breadth of Morgan Stanley's offerings along with a 17-member team to support him and his clients.
Outside of his professional life, Richard and his wife, Marilyn, reside in Birmingham, Alabama. They are actively involved in their church and various charitable organizations. Richard enjoys spending his leisure time playing golf, attending live theatre, and traveling. He is a proud father of two daughters and a grandfather.
Securities Agent: CO, WY, RI, OK, MT, MD, IA, AK, VT, NC, MN, KY, KS, GA, FL, CT, CA, WI, SD, ME, IL, TX, PR, NY, NJ, MS, MA, DC, UT, WV, VA, TN, SC, NV, NM, LA, IN, ID, AL, OR, OH, MI, AZ, AR, VI, PA, NH, ND, MO, DE, WA, NE, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 509921
NMLS#: 509921
About John Allen
John serves as a Financial Advisor with Paragon HM Wealth Management Group in Huntsville, Alabama. His background as a non-practicing attorney offers him a distinct perspective on wealth management, enabling him to approach financial strategies with a viewpoint that helps to set him apart in the industry. John employs the team’s extensive resources and experience to help clients prudently plan for their future.
John attended Southern Methodist University in Dallas and graduated from the University of Kansas with a bachelor’s degree. After working as an entrepreneur, he went on to earn a doctorate from the Cumberland School of Law at Samford University, where his studies focused on Estate Planning and Tax Law. Prior to joining Morgan Stanley, John owned various successful businesses and served as Vice President of Alabama Concrete Company.
John and his wife, Courtney Penney Allen, live in Huntsville and are the proud parents of daughter Harper. John and Courtney are actively involved in the Huntsville Museum of Art and the Huntsville Symphony Orchestra. In his free time, John enjoys playing golf and following the Kansas City Royals.
John attended Southern Methodist University in Dallas and graduated from the University of Kansas with a bachelor’s degree. After working as an entrepreneur, he went on to earn a doctorate from the Cumberland School of Law at Samford University, where his studies focused on Estate Planning and Tax Law. Prior to joining Morgan Stanley, John owned various successful businesses and served as Vice President of Alabama Concrete Company.
John and his wife, Courtney Penney Allen, live in Huntsville and are the proud parents of daughter Harper. John and Courtney are actively involved in the Huntsville Museum of Art and the Huntsville Symphony Orchestra. In his free time, John enjoys playing golf and following the Kansas City Royals.
Securities Agent: DE, RI, WI, UT, IN, GA, CO, WA, OH, CA, AZ, TN, NY, MS, HI, VA, PA, MA, KS, MO, IL, CT, SC, NC, MI, KY, TX, LA, AR, WY, AL, NJ, SD, NV, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1817717
NMLS#: 1817717
About Andrew Miller
Jordan Miller is a Financial Advisor with Paragon HM Wealth Management Group in Birmingham, AL. He began his career with Morgan Stanley in 2015 and focuses on working with clients to create long-term, personalized financial plans. Jordan leverages the strengths of the team to develop, assess and monitor the retirement and wealth plans for the team’s clients, and he delivers a comprehensive employee education program to the team’s corporate retirement plan participants.
Jordan attends Church of the Highlands and serves actively in the community. He has a bachelor’s degree in Human Environmental Sciences from the University of Alabama. Jordan lives in Birmingham, AL with his wife Evelyn and daughter Mary Evelyn, and enjoys playing golf, exercising, and spending time with family and friends.
Jordan attends Church of the Highlands and serves actively in the community. He has a bachelor’s degree in Human Environmental Sciences from the University of Alabama. Jordan lives in Birmingham, AL with his wife Evelyn and daughter Mary Evelyn, and enjoys playing golf, exercising, and spending time with family and friends.
NMLS#: 1906134
About Heath Henig
Heath Henig joined Paragon in 2021 from Merrill Lynch, bringing over 25 years of experience in the industry. He is returning to Morgan Stanley after starting his career here in 1999. His goal is to provide financial advice to clients through a wide variety of services such as retirement planning, estate planning strategy, insurance planning needs, and wealth transfers. Heath is passionate about helping his clients address the various aspects of their financial lives and pursue their long-term goals. His comprehensive approach to wealth management is to help create, grow, and preserve the wealth of clients which goes hand in hand with the team’s philosophy of creating a holistic approach and serving our clients.
Heath is married with two daughters, Mary Clark and Jane. Heath and his wife, Meghan, are both graduates of Auburn University and have BA’s in finance - Meghan works for Altec Inc. They currently reside in Mountain Brook in the Crestline area and are active members of Canterbury Methodist Church. In his free time you can find Heath on the golf course, cheering on college football or spending time at Vestavia Country Club.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Heath is married with two daughters, Mary Clark and Jane. Heath and his wife, Meghan, are both graduates of Auburn University and have BA’s in finance - Meghan works for Altec Inc. They currently reside in Mountain Brook in the Crestline area and are active members of Canterbury Methodist Church. In his free time you can find Heath on the golf course, cheering on college football or spending time at Vestavia Country Club.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Securities Agent: TX, SC, LA, CA, WI, NY, PA, MS, SD, NJ, KY, KS, AZ, CT, UT, NV, IL, AL, WA, IN, AR, NC, FL, DE, RI, OH, MI, DC, CO, TN, MO, MA, GA, WY, VA; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1504340
NMLS#: 1504340
About Cole Baker
Cole Baker is the Director of Investments at Paragon HM Wealth Management Group and is responsible for the execution of investment strategies across a multitude of platforms. His role is a thrilling blend of trade execution, strategy implementation, trading model oversight, portfolio rebalancing, and performance reporting. In addition to that, he also focuses on tax loss harvesting, portfolio analysis, and private investment monitoring.
Cole's experience is backed by the prestigious Certified Investment Management Analyst® (CIMA®) certification, a testament to his pursuit of knowledge in investment and portfolio management. This certification, administered by the Investments & Wealth Institute and taught in collaboration with the Yale School of Management, is a badge of honor for professionals committed to providing their clients with comprehensive investment advice. Cole's role also extends to fund and strategy research, a testament to his versatility. He became a valuable addition to the team in 2015.
A proud Summa cum Laude graduate from the University of Alabama, Cole majored in Finance, with a focus in Investment Management. Cole currently lives in Birmingham, Alabama with his beloved wife Rebecca and their two children. They are active members of the Church of the Highlands, where they devote their time to volunteering.
When he's not strategizing investments or volunteering, you'll find Cole playing tennis, enjoying quality time with his family, or engrossed in a good book. Cole can be found working out early mornings with a local men’s group in Birmingham.
*This role cannot solicit or provide investment advice.
Disclosures:
Tax-loss harvesting. IRS rules stipulate that if a security is sold by an investor at a tax loss, the tax loss will not be currently usable if the investor has acquired (or has entered into a contract or option on) the same or substantially identical securities 30 days before or after the sale that generated the loss. This so-called “wash sale” rule is applied with respect to all of the investor’s transactions across all accounts.
Cole's experience is backed by the prestigious Certified Investment Management Analyst® (CIMA®) certification, a testament to his pursuit of knowledge in investment and portfolio management. This certification, administered by the Investments & Wealth Institute and taught in collaboration with the Yale School of Management, is a badge of honor for professionals committed to providing their clients with comprehensive investment advice. Cole's role also extends to fund and strategy research, a testament to his versatility. He became a valuable addition to the team in 2015.
A proud Summa cum Laude graduate from the University of Alabama, Cole majored in Finance, with a focus in Investment Management. Cole currently lives in Birmingham, Alabama with his beloved wife Rebecca and their two children. They are active members of the Church of the Highlands, where they devote their time to volunteering.
When he's not strategizing investments or volunteering, you'll find Cole playing tennis, enjoying quality time with his family, or engrossed in a good book. Cole can be found working out early mornings with a local men’s group in Birmingham.
*This role cannot solicit or provide investment advice.
Disclosures:
Tax-loss harvesting. IRS rules stipulate that if a security is sold by an investor at a tax loss, the tax loss will not be currently usable if the investor has acquired (or has entered into a contract or option on) the same or substantially identical securities 30 days before or after the sale that generated the loss. This so-called “wash sale” rule is applied with respect to all of the investor’s transactions across all accounts.
About Tyler Nix
Tyler is our Chief of Staff at Paragon HM. He plays a critical role in enhancing the client experience for the Financial Advisor team by creating, developing, and executing on strategic plans to help ensure the alignment of team priorities and business goals. Tyler oversees all business planning, business development, marketing, and client relationship operations to help support the Financial Advisor team scale their business. With a background in Development and Fundraising, Academics, and Nonprofit Management, Tyler brings a wealth of experience to our team. His role provides an opportunity to contribute to the growth of the team by managing all business operations and overseeing the essential activities of all Support Professionals alongside their productivity.
Tyler graduated magna cum laude with a master’s degree from the University of Alabama. He lives in Corner, Alabama with his wife Laken and their three children May, Oak, and Patton. He spends his time serving on the board of Corner Community Park and coaching baseball and football.
Tyler graduated magna cum laude with a master’s degree from the University of Alabama. He lives in Corner, Alabama with his wife Laken and their three children May, Oak, and Patton. He spends his time serving on the board of Corner Community Park and coaching baseball and football.
About Kimberly Caldwell
Kim Caldwell is a Senior Registered Client Service Associate and Financial Planning Specialist working out of our Tuscaloosa, Alabama office. Since 2020 Kim has been a member of our operations staff working closely with the Financial Advisors to help ensure that our clients’ needs are met and supporting the daily operational functions of the office. She also assists with our team’s retirement plans serving as a point of contact for participants and plan sponsors.
Kim is originally from Dallas, Texas and graduated from the University of Texas at Austin where she earned a bachelor’s degree in Economics. She moved to Northport, Alabama in 2005 with her husband Andrew and their two daughters, Kayla and Kate. Prior to joining Morgan Stanley, Kim spent 5 years with BBVA Investment Services as a Sales Assistant servicing client accounts and providing support to the Financial Advisors.
*This role cannot solicit or provide investment advice.
Kim is originally from Dallas, Texas and graduated from the University of Texas at Austin where she earned a bachelor’s degree in Economics. She moved to Northport, Alabama in 2005 with her husband Andrew and their two daughters, Kayla and Kate. Prior to joining Morgan Stanley, Kim spent 5 years with BBVA Investment Services as a Sales Assistant servicing client accounts and providing support to the Financial Advisors.
*This role cannot solicit or provide investment advice.
About Jaron Scott
Jaron Scott is a Registered Client Service Associate working in a dual role that spans between operational client support and investment implementation. Jaron joined the Paragon HM team in 2021.
Jaron graduated magna cum laude from the University of Alabama where he earned a bachelor’s degree in Finance with a focus in Value Investments. Outside of the office Jaron’s passions include enjoying the great outdoors, spending time with friends and family, and supporting the University of Alabama’s sports teams. Jaron currently lives in Tuscaloosa with his wife Meaghan.
Jaron graduated magna cum laude from the University of Alabama where he earned a bachelor’s degree in Finance with a focus in Value Investments. Outside of the office Jaron’s passions include enjoying the great outdoors, spending time with friends and family, and supporting the University of Alabama’s sports teams. Jaron currently lives in Tuscaloosa with his wife Meaghan.
About Grant Hagedorn
Grant serves as a Registered Client Service Associate at Paragon HM, where he executes team operational needs and provides extensive support to clients and team members. His duties include devising innovative solutions for both the team and clients, securely handling transactions and requests, and helps to ensure the protection of client information. Furthermore, Grant delivers essential operational support to the Financial Advisors. His chief aim is to nurture existing client relationships and to greet new clients with diligence and a positive demeanor.
Prior to joining Morgan Stanley, Grant spent 6 years in the Supply Chain Department at Southern Nuclear Operating Company where he served in purchasing material and services. He graduated from The University of Alabama in 2016 with a degree in Operations Management with a focus in Supply Chain.
Prior to joining Morgan Stanley, Grant spent 6 years in the Supply Chain Department at Southern Nuclear Operating Company where he served in purchasing material and services. He graduated from The University of Alabama in 2016 with a degree in Operations Management with a focus in Supply Chain.
About Madeline Jordan
Madeline Jordan is a Registered Client Service Associate and Financial Planning Specialist working in the Huntsville office to deliver comprehensive client service solutions and provide seamless support to financial advisors. Her responsibilities encompass a wide range of operational tasks, including account management, client inquiries, and transaction processing. She also assists with the administrative functions of Paragon HM.
Madeline graduated summa cum laude from Auburn University in 2020 with a bachelor’s degree in music education. Prior to joining Morgan Stanley in 2022, she taught middle school band, and served as a Business Manager for a mechanical design company. Outside of the office, Madeline enjoys exercising, reading, playing the French Horn, and spending time with her husband, Tim. She also teaches a group fitness class at her local gym.
*This role cannot solicit or provide investment advice.
Madeline graduated summa cum laude from Auburn University in 2020 with a bachelor’s degree in music education. Prior to joining Morgan Stanley in 2022, she taught middle school band, and served as a Business Manager for a mechanical design company. Outside of the office, Madeline enjoys exercising, reading, playing the French Horn, and spending time with her husband, Tim. She also teaches a group fitness class at her local gym.
*This role cannot solicit or provide investment advice.
About Mackenzie O'Loughlin
Mackenzie O’Loughlin serves as Client Service Associate for the Paragon HM Group at Morgan Stanley. In this role, she supports daily operations, client service, and team coordination to help ensure seamless workflow and exceptional client experiences. She brings a strong background in communication, organization, and teamwork developed through both her academic and athletic experiences.
Originally from South Florida, Mackenzie is a graduate of the University of North Alabama, where she earned a bachelor’s degree in communication arts with a concentration in public relations and a minor in digital marketing. She was also a member of the university’s volleyball team. She later completed her master’s degree in sport and entertainment management at Trevecca Nazarene University in Nashville, Tennessee, where she finished her collegiate volleyball career. While in Nashville, she also worked for the Nashville Sounds, the Triple-A affiliate of the Milwaukee Brewers, gaining valuable experience in customer service, fan engagement, and event operations.
Originally from South Florida, Mackenzie is a graduate of the University of North Alabama, where she earned a bachelor’s degree in communication arts with a concentration in public relations and a minor in digital marketing. She was also a member of the university’s volleyball team. She later completed her master’s degree in sport and entertainment management at Trevecca Nazarene University in Nashville, Tennessee, where she finished her collegiate volleyball career. While in Nashville, she also worked for the Nashville Sounds, the Triple-A affiliate of the Milwaukee Brewers, gaining valuable experience in customer service, fan engagement, and event operations.
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Awards and Recognition
Forbes Best-In-State Wealth Advisors
2018-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State
2022-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2022-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Forbes Best-In-State Wealth Management Teams
2023, 2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023, 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
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A Simple Six-Step Retirement Checkup
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Investing
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Iran Conflict: Seven Takeaways for Investors
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Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
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529 Plans: A Powerful Tool to Save for Education
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Paragon HM Wealth Management Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
