Joel began his career with Waddell & Reed in November 2008 after obtaining his Bachelor's Degree from The University of South Carolina with a dual focus in Finance & Management.
His approach to serving clients centers primarily around comprehensive financial planning. This process begins with a consultation at which he and his clients discuss long-term and short-term financial goals as well as their previous investment and financial experience. This process helps give clients clear direction. Additionally, it provides the opportunity for clients to actively participate in forming recommendations that are based upon their personal goals and the values that are most important to them.
In addition to his work with Waddell & Reed, Joel is also active in his community as a part of East Lake Community Church. He enjoys University of South Carolina athletics as well as his other interests which include reading, music, and traveling. He and his wife, Tabitha, both live and work in Columbia.
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor.
Waddell & Reed is not affiliated with Accumulus Group.
Waddell & Reed is not affiliated with any other entities referenced herein. 08/18