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George A
Series 63, Series 65
Williamsburg, VA
Davenport & Company LLC
George Askew is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Davenport & Company since 1990, totaling 36 years at the firm. Davenport & Company serves individual and institutional clients such as 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, operating through dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team.
Raymond G
CFP®, Series 63, Series 65
Harrisonburg, VA
Davenport & Company LLC
Raymond Gay Jr. is a CFP® professional with 20 years of industry experience, currently with Davenport & Company LLC since 2021. His prior experience includes roles at Fiduciary Wealth Management, Private Advisor Group, LPL Financial, CapFinancial Securities, and Rogers Financial. He serves as a board member for New Creation VA, a nonprofit organization, providing oversight and assistance to its Executive Director. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, financial planning, and investment advisory services. The firm’s asset management is organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, providing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Elizabeth B
Series 66
Richmond, VA
Davenport & Company LLC
Elizabeth Brown is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Altria-U.S. Smokeless Tobacco and NuMark, LLC. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory. The firm features dedicated portfolio teams and offers separately managed accounts, mutual funds, and municipal bond strategies, operating as an employee-owned company with a history dating back to 1863.
Courtney O
Series 63, Series 66
Richmond, VA
Davenport & Company LLC
Courtney Orensky is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Davenport & Company since 1999. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to manage a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Kevin B
Series 66
Richmond, VA
Davenport & Company LLC
Kevin Boll III is an advisor at Davenport & Company LLC and holds a Series 66 designation. He has recently entered the financial industry, starting his career in 2025. Prior to joining Davenport, his work history includes roles at Costar Group and South Fork Lodge, as well as time as a student at Wake Forest University. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and investment banking services, with asset management organized around portfolio manager teams and a Manager Research team overseeing various investment strategies and products.
William B
Series 63, Series 65
Lynchburg, VA
Davenport & Company LLC
William Barksdale IV is a financial advisor with Davenport & Company LLC based in Lynchburg, VA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Davenport & Company LLC since 1997. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams and a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Carl R
CFP®, Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Carl Ramsey is a CFP® with 22 years of industry experience and has been with Davenport & Company LLC since 2008. He is based in Richmond, VA, and holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment advisory division focuses on separately managed accounts, model delivery to third-party platforms, and financial planning, supported by dedicated portfolio manager teams and a Manager Research group.
Amanda S
Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Amanda St John is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 21 years of industry experience. She has been with Davenport & Company since 2006. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services through dedicated portfolio teams and research groups. The firm offers a range of investment solutions, including separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Amanda M
Series 66
Richmond, VA
Davenport & Company LLC
Amanda Meeker is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with one year of industry experience. She has been with Davenport since 2024 and has previous experience at Carney's. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and advisory programs, with investment strategies managed by dedicated portfolio teams and a Manager Research team.
Tyler C
Series 63, Series 66
Richmond, VA
Davenport & Company LLC
Tyler Clark is a financial advisor at Davenport & Company LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Davenport since 2022. Prior to that, he was employed by Envestnet MoneyGuide from 2015 to 2021. Davenport serves individual and institutional clients—including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations—offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s Investment Advisory division provides separately managed accounts, model delivery to third-party platforms, financial planning, and other advisory programs.
Kelsey B
Series 66
Richmond, VA
Davenport & Company LLC
Kelsey Bottoms is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with seven years of industry experience. She has worked at Davenport since 2017, with a brief period outside the firm, and has prior experience at Virginia Tech and Pocahontas State Park. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, fixed income, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversee a range of strategies including separately managed accounts, mutual funds, and ETFs.
Christopher P
CFA®, Series 66
Richmond, VA
Davenport & Company LLC
Christopher Pearson is a CFA® charterholder and holds the Series 66 designation, with 19 years of industry experience. He has been with Davenport & Company LLC since 2006. Pearson serves as a director of The Pearson Family Foundation, where he has a limited role in the decision-making process. Davenport & Company LLC serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and various managed account strategies, and it acts as adviser to six mutual funds while offering both fee-based and commission-based account options.
Coleman W
Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Coleman Wortham III is a financial advisor at Davenport & Company LLC with 57 years of industry experience. He has worked at Davenport & Company since 1969. Wortham serves as a trustee for the Children's Hospital Foundation and is a director of Green Tops Sporting Goods, a hunting and sporting goods store in Richmond, VA. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs a team-based approach to portfolio management and oversees a range of advisory programs and mutual funds.
Bradley W
Series 63, Series 65
Farmville, VA
Davenport & Company LLC
Bradley Watson is a financial advisor at Davenport & Company LLC with over 32 years of industry experience. He has been with Davenport & Company since 1993 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as chairperson of the Prince Edward County Industrial Development Authority and is on the board of directors of WFLO Radio Station in Farmville, VA. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and advisory services. The firm manages a range of strategies through dedicated portfolio teams and oversees six mutual funds, combining brokerage and advisory platforms within an employee-owned structure.
Steven F
Series 63, Series 65
Virginia Beach, VA
Davenport & Company LLC
Steven Freeman is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include lengthy tenures at Scott & Stringfellow, Inc. and Bb&T Securities, LLC before joining Davenport. Outside of his advisory work, he serves as treasurer of the Surf Beach Club board and is a board member of the Judeo Christian Outreach Center. Davenport & Company LLC serves individual and institutional clients by offering asset management, brokerage, fixed income, public finance, and advisory services. The firm’s investment approach includes separately managed accounts, model portfolios, and active oversight by dedicated portfolio teams, with additional roles as adviser to multiple mutual funds and provider of municipal bond strategies.
Stewart S
Series 63, Series 66
Lynchburg, VA
Davenport & Company LLC
Stewart Sigler is a financial advisor with Davenport & Company LLC in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has worked at Davenport since 2016 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Davenport serves individual and institutional clients, providing asset management, brokerage, public finance, and investment banking services. The firm’s asset management includes dedicated portfolio manager teams and offers a variety of strategies through separately managed accounts, mutual funds, and ETF portfolios.
Phillip D
CFP®, Series 66
Greensboro, NC
Davenport & Company LLC
Phillip Danieley is a CFP® and Series 66-registered advisor with Davenport & Company LLC, bringing two years of industry experience. Prior to joining Davenport, he worked at Policygenius and held roles at Ponysaurus Brewing Company and Highland Brewing Company. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to manage strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Michelle J
Series 66
Charlottesville, VA
Davenport & Company LLC
Michelle Johnson is a Series 66-licensed financial advisor at Davenport & Company LLC in Charlottesville, VA, with seven years of industry experience. She has been with Davenport since 2016. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, public finance, and investment advisory services. The firm’s asset management includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research.
Dennis T
Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Dennis Tarrant is a financial advisor at Davenport & Company LLC with 40 years of industry experience. He has been with Davenport since 2006 and holds Series 63 and Series 65 designations. Davenport & Company serves individual and institutional clients including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment advisory services. The firm’s asset management approach involves dedicated portfolio manager teams and an Investment Policy Committee, managing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Aniyah P
Series 66
Richmond, VA
Davenport & Company LLC
Aniyah Payne is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to her advisory career, she gained experience in various roles including positions at Kindercare and several restaurant-related businesses. Davenport & Company serves individual and institutional clients such as 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 through a platform that includes separately managed accounts, model portfolios, and mutual funds.
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