Marquis Who's Who Honors James Marcus Danford III for Expertise in Finance and Wealth Planning
Press Release January 19, 2025
James Marcus Danford III is honored for his success as the owner of Accumulus Financial Group LLC
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COLUMBIA, SC, January 19, 2025 /24-7PressRelease/ -- James Marcus Danford III has been recognized for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Mr. Danford, a distinguished wealth planner with Accumulus Financial Group LLC since 2017, brings a unique approach to his practice. Over his two-decade career, he has been dedicated to helping clients achieve their financial goals through comprehensive planning and strategy implementation. His expertise spans retirement planning, education funding, estate planning, tax strategies, and portfolio management. What sets Mr. Danford apart is his client-centric approach, which focuses on understanding each individual's unique goals and concerns to tailor strategies that align with their objectives.

Mr. Danford's commitment to his clients and his profession is evident in the enduring relationships he has built and the positive impacts he has made on their financial well-being. Before founding Accumulus Financial Group LLC, he was a financial advisor with Waddell and Reed from 2001 to 2021. During his tenure, he also served as a district supervisor from 2006 to 2009. These roles allowed Mr. Danford to refine his financial advising and management skills, paving the way for his subsequent success.

One of Mr. Danford's most memorable achievements was advising a long-term client who was an educator on her retirement planning. After years of guidance and careful planning, he informed her that she had finally reached her goal of having enough savings to retire comfortably. This moment stands out as a testament to Mr. Danford's profound impact on his clients' lives through his dedication and expertise.

In preparation for his career, Mr. Danford achieved a Bachelor of Arts in political science from The Citadel in 2001. His professional qualifications were further enhanced by credentials such as certified financial planner (CFP ) through the CFP Board in 2008 and chartered mutual fund counselor (CMFC ) through the College for Financial Planning in 2004, along with Series 6, 7, 63, and 65 certifications from the Financial Industry Regulatory Authority.

Apart from his primary career objectives, Mr. Danford has been serving as the vice president of the Financial Planning Association of South Carolina since 2018 and a member of Business Network International and Kingdom Advisors. Beyond this endeavor, he has been actively involved in his community through roles such as crown church coordinator at Shandon Baptist Church since 2004. He is also a volunteer for his children's soccer programs. Previously, Mr. Danford was instrumental as a board member of the Laurel Hill Home Owners Association from 2019 to 2021.

During his career with Waddell and Reed, Mr. Danford was recognized with several Productivity Awards, showcasing his devotion to excellence. Eager for future opportunities, he envisions expanding Accumulus Financial Group by increasing its staff and services to meet growing client demands. This vision underscores Mr. Danford's continued commitment to providing exceptional financial advice and management services to the prosperity of those he serves.

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