WealthSouth | JOHN L. CADWELL, CFP®

JOHN L. CADWELL, CFP®

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PROFESSIONAL EXPERIENCE

Years of experience in the financial industry

Years in banking

Years in wealth management

Locally Committed:

FoodChain, Board Member; St. Michael’s School, Board Member; Amachi Mentor; Upward Basketball Coach; Southeastern T-Ball Coach

EDUCATION

Murray State University (B.S. in Business Administration)

2007

JOHN L. CADWELL, CFP®

Contact Info

Wealth Management Advisor
859-963-4213

NMLS #1231575

Primary Responsibilities:

Use financial planning to coordinate client goals and strategies. Focus on asset management, cash flow & retirement planning, life & long-term care planning, tax & estate planning and strategic lending.
Execution and ongoing management of private individuals, non-profit, employee benefit plans and corporate investment relationships.
Client liaison in working with attorneys, CPAs and other necessary parties.

Core Philosophy

It is imperative to be honest, passionate and empathetic with every client we work with. Each family is unique and we must pair this with a comprehensive understanding of a client’s goals and objectives. This enables our team to provide consistent, sound and holistic financial advice, that is always in a client’s best interest.