John Paul Caswell

President/managing Principal at Iron Horse Financial

John Paul Caswell, AIF, CLTC, serves as an Investment Advisor at Park Avenue Securities since August 2013 and is the President and Managing Principal of Iron Horse Financial, which has been operational since 1962 and serves a diverse clientele of 40,000 individuals and groups. Caswell's expertise encompasses a wide range of financial services, including investment consulting, financial planning, tax strategies, estate planning, retirement planning, cash flow management, wealth accumulation, debt elimination, business succession planning, and charitable giving. Additionally, Caswell has experience as a Partner at New York Life Insurance Company and held leadership roles at Torchmark Corporation from 2000 to 2009. Caswell is also a licensed presenter of WealthSteps for corporate and group education initiatives.

Links

Previous companies

New York Life Insurance logo

Org chart