The Accumulus Planning Group at Waddell & Reed was formed by three financial advisors with a collective vision to be the most recognized and sought after group of financial professionals in the Carolinas. The group’s mission is to deliver unparalleled advisory services to all of their clients through a holistic planning process combined with access to a broad array of financial products and timely, ongoing customer support.
Learn more about the Accumulus Planning Group by visiting their website and by viewing the LinkedIn profiles of the advisors below.
James M. Danford III, CFP®, CMFC®, Financial Advisor at Waddell & Reed
Learn more about James and his professional accomplishments by visiting his LinkedIn page at https://www.linkedin.com/in/danfordj.
Joel C. Taliaferro, CFP®, Financial Advisor at Waddell & Reed
Learn more about Joel and his professional accomplishments by visiting his LinkedIn page at https://www.linkedin.com/in/jtaliaferro.
Duncan E. White, Financial Advisor at Waddell & Reed
Learn more about Duncan and his professional accomplishments by visiting his LinkedIn page at https://www.linkedin.com/in/duncan-e-white-97912ba.
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor.
Accumulus Planning Group is a team name used by Advisors affiliated with Waddell & Reed for marketing purposes only.
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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.
CHARTERED MUTUAL FUND COUNSELOR(sm) and CMFC® are registered service marks of the College for Financial Planning®.