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James M. Caswell, III, CFP®

James M. Caswell, III, CFP®

Vice President

Jim has been providing sound financial strategies to his clients since 1984. He also earned the Certified Financial Planning designation in 1984.  Jim is the recipient of several professional organizational awards and honors including thirty-three consecutive years of qualifying for Guardian Life Insurance Leaders Club and/or Presidents Council. 

Jim is a founding partner with Peachtree Planning. He advises his clients on a variety of financial matters including retirement, investment, income and estate tax, and life insurance planning. Jim’s mission is to develop strategies to help individuals, families, and businesses reach financial confidence, building their wealth and managing their risk as efficiently and effectively as possible. 

Jim and his wife Robbie, have three grown children and seven grandchildren. Active in the community, Jim is an active member of Northside United Methodist Church, where he most recently was Chairman of the Church Council.

His office is located at 5040 Roswell Road, Atlanta, GA 30342.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), CA insurance license #0I51385.