Kathleen H Redford

Bradley Watson is a financial advisor with Davenport & Company LLC in Farmville, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Davenport & Company since 1993. Outside of his advisory role, he serves as chairperson for the Prince Edward County Industrial Development Authority and is a board member and investor in a local radio station. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment strategies managed by dedicated portfolio teams and supported by multiple specialized committees.

Brett Watson is a financial advisor with Davenport & Company LLC in Farmville, VA, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Davenport since 1992. Outside of his advisory role, he is a member, singer, and guitar player in a local music band called The Porch Gliders and serves as a supervisor on the Prince Edward County Board of Supervisors. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a team-based approach to portfolio management and a range of separately managed accounts, mutual funds, ETFs, and other investment programs.

Lauren Mc Carty is a financial advisor with Creative Planning and holds a Series 66 designation. She has 23 years of industry experience and has worked at firms including Lockton and Transamerica. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio options and private market access.

Constance Neilsen is a financial advisor at Davenport & Company LLC with 25 years of industry experience. She holds a Series 66 designation and has been associated with Davenport & Company in various capacities since 1999. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with investment strategies managed by dedicated portfolio teams and an Investment Policy Committee.

Jay Whited is a financial advisor with Edward Jones in Farmville, VA, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015 and also serves in the District of Columbia Army National Guard since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Dennis Moore is a financial advisor with Edward Jones in Farmville, VA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he is an owner and landlord of residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers various managed strategies, tax-efficient services, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.