General Info
Doug McDaniel, CPA, CFP®, serves as a Partner and Wealth Advisor at Waverly Advisors, offering investment management services starting in 1985 with Merrill Lynch. His focus includes retirement planning, investment management, charitable & family gifting, and estate review. Doug is based in Jackson, Mississippi, and engages in comprehensive financial planning for high-net-worth clients. He is actively involved in community leadership roles and enjoys playing golf. He coordinates the delivery of customized services for personal and corporate finance needs, demonstrating an intense client focus. Doug McDaniel engages with clients from various disciplines seeking financial guidance and asset management.
Location: Lincoln, NE
Country: United States of America
Industries:
Investment Regions:
Investment Stages: pre-seed, seed
angel-individual
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🤖 AI Activity Report
Status: not-found
AI Reasoning: Searches on Google and the Waverly Advisors profile for Doug McDaniel (Partner, Wealth Advisor) show no public evidence of venture or startup investments, nor any dated investment activity. No startup name or investment date could be found to calculate recency. Therefore defaulting to not-found.
Angel activity thresholds:
Low Activity – Only known angel investments more than 12 months ago.
Active – Known angel investments between the last 12 and 6 months.
Very Active – Known angel investments in the last 6 months.
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