Dalton N. Boatright
Dalton N. Boatright, Portfolio Management Associate with PARAGON Wealth Strategies, aids in implementation and ongoing service of client portfolios.
In this role, he is responsible for building and maintaining the integrity of all portfolios at PARAGON and ensures that each account is in line with stated investment objectives. Prior to joining PARAGON, Dalton served as wealth management professional on St. Simons Island, Georgia where he advised clients nearing or in retirement and provided investment services. This experience as a financial planner enables Dalton to have a thorough comprehension of clients’ investment objectives and tolerance for risk.
Dalton graduated from the University of Georgia with a Bachelor of Business in Finance from the Terry College of Business. Dalton is pursuing the Chartered Financial Analyst (CFA) designation and is currently a Level I candidate. Dalton and his wife Mary enjoy spending much of their free time on the water or near the beach accompanied by their beloved beagle, Nelli.