Locally Committed:
FoodChain, Board Member; St. Michael’s School, Board Member; Amachi Mentor; Upward Basketball Coach; Southeastern T-Ball Coach
PROFESSIONAL EXPERIENCE
Years of experience in the financial industry
14
Years in banking
7
Years in wealth management
7
EDUCATION
Murray State University (B.S. in Business Administration)
2007
JOHN L. CADWELL, CFP®
Contact Info
Wealth Management Advisor
859-963-4213
john.cadwell@wealthsouth.com
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.
