Timothy Taylor is a financial advisor at Davenport & Company LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2002. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, brokerage, fixed income, and investment banking. The firm’s asset management is structured around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, managing a variety of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Adam Bergman is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2022. Prior to this, he worked for Sterling Capital for nine years. Outside of his advisory role, Bergman is involved in recreational sports officiating, including youth baseball and basketball in the Richmond, VA area. Davenport & Company LLC serves individual and institutional clients, offering 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 a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, and ETFs.

Kayla Woodard is a financial advisor at Davenport & Company LLC in Raleigh, NC, holding a Series 66 designation with two years of industry experience. Her prior experience includes roles at Edward Jones and a decade-long period of education before entering the financial services field. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and advisory services. Their investment approach involves dedicated portfolio manager teams and a Manager Research team overseeing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Spencer Harris is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Davenport in 2024, he worked at Infinity Global from 2022 to 2024. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team overseeing diversified strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Eli Ashworth is a financial advisor at Davenport & Company LLC in Danville, VA. He holds the Series 66 designation and joined the firm in 2025. Prior to entering the financial industry, he worked at Duke University Hospital and was a student from 2015 to 2023. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm's asset management teams oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts, and it acts as adviser to six Davenport mutual funds.

Megan Worley is a financial advisor at Davenport & Company LLC with one year of industry experience. She holds the Series 66 designation and previously worked at Gentry Locke Attorneys and American Electric Power. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model delivery, and financial planning through dedicated portfolio manager teams and an Investment Policy Committee.

James Whelen III is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 designations with 34 years of industry experience. He has been with Davenport since 2006, totaling 20 years at the firm. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm emphasizes portfolio manager teams and manager research to construct and monitor strategies across various account types and manages multiple mutual funds and fixed-income sleeves.

Cameron Reuss is a financial advisor at Davenport & Company LLC with four years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021. His prior experience includes roles at Mass Mutual and involvement in the restaurant industry. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, and investment advisory programs. The firm employs dedicated portfolio teams and manages multiple mutual funds, providing both fee-based and commission-based account options.

Katey Birmingham is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2004. The firm serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. Davenport’s investment advisory division provides separately managed accounts, model delivery to third-party platforms, financial planning, and other advisory programs.

William Hershey is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 credential and with 20 years of industry experience. He has been with Davenport since 1998. Outside of his advisory role, Hershey serves on the boards of The Maxwelton and Lachlan Foundation, which provides scholarships, and Northstar Academy, where he contributes to strategic guidance. Davenport & Company LLC serves individual and institutional clients with a range of services including 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 oversee its investment strategies, and it offers various advisory programs and mutual funds.

Victoria Lythgoe is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, First Citizens Bank, and Roanoke College. Outside of her advisory role, she manages a blog as an LTK Creator where she promotes various products. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and investment advisory services. The firm employs dedicated portfolio teams and manages several mutual funds, providing a range of investment strategies and advisory programs.

Sean Philpott is a financial advisor at Davenport & Company LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2023 before joining Davenport in 2023. Outside of his advisory role, he is a co-owner of Crosshaven Property Group, a real estate holding company, and is involved in managing cryptocurrency staking and NFT income activities. Davenport & Company LLC serves individual and institutional clients including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, financial planning, retail brokerage, fixed income, and investment banking, with a structure that includes dedicated portfolio teams and advisory programs.

William Cleland is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Davenport & Company LLC since 2005. He holds the Series 66 designation and is based in Richmond, VA. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking/advisory services, with investment strategies managed by specialized teams and an Investment Policy Committee.

Eric Bird is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding a Series 66 credential and two years of industry experience. Prior to joining Davenport, he worked in professional soccer organizations including the United Soccer League-FC Tulsa and Major League Soccer-Houston Dynamo. Outside of his advisory role, Bird serves as a talent scout for the US Soccer Federation, assisting in identifying and developing youth soccer talent. Davenport & Company serves both individual and institutional clients, offering a range of investment and advisory services including asset management, financial planning, and public finance. The firm employs team-based portfolio management and provides access to multiple investment strategies through separately managed accounts, mutual funds, and ETFs.

James Shearin is a financial advisor at Davenport & Company LLC with 33 years of industry experience. He has been with Davenport since 2007 and previously worked at Morgan Stanley DW Inc. for 14 years. Shearin serves as chairman of the board for StepUp Ministry and is a board member of TLC, a nonprofit supporting people with extreme disabilities. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers a range of advisory programs through dedicated portfolio teams and manages several mutual funds and fixed-income strategies.

Kevin Boll Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, with 28 years of industry experience. He holds the Series 66 designation and has been with Davenport since 1997. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, public finance, and advisory services. The firm’s investment approach involves dedicated portfolio manager teams and manager research to support separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Aric Wagner is a financial advisor with Davenport & Company LLC in Fredericksburg, VA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He has been with Davenport & Company LLC for 32 years. Outside of his advisory role, he is the owner of Step Brothers LLC, a private LLC related to estate planning. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around dedicated portfolio teams and research groups, managing separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Regis Keddie III is a financial advisor at Davenport & Company LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2007. Keddie serves on the board and Finance Committee of Friends of the Rappahannock and is also the chairman of the Finance Committee at Precious Blood Catholic Church. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, and investment banking. The firm utilizes dedicated portfolio manager teams and an Investment Policy Committee to manage separate accounts, mutual funds, ETFs, and unified managed accounts.

Justin Charnock is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining Davenport in 2022. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, and advisory services. The firm’s investment approach includes dedicated portfolio management teams, an Investment Policy Committee, and a Manager Research team that oversees strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Alison Foley is a financial advisor at Davenport & Company LLC with 18 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2007. Outside of her advisory role, Alison serves as Treasurer for the Colonial Connections Networking Group, is a member of the Williamsburg United Methodist Church Endowment Committee, and is Vice Chair of the Board of Directors for the Peake Childhood Center, a nonprofit early childhood education organization. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with investment management delivered through dedicated portfolio teams and various advisory programs.