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Daphne M
Series 66
Richmond, VA
Davenport & Company LLC
Daphne Martin is a financial advisor at Davenport & Company LLC with five years of industry experience. She holds the Series 66 designation and has been with Davenport since 2020. Prior to her current role, she spent 14 years with Junior Achievement of Central Virginia. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm manages portfolios through dedicated teams and provides several investment programs, including separately managed accounts and mutual funds.
Thomas P
CFP®, Series 66
Richmond, VA
Davenport & Company LLC
Thomas Price is a CFP® with 25 years of industry experience and has been with Davenport & Company LLC since 1999. He is based in Richmond, VA, and holds a Series 66 license. 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 organizes its asset management through dedicated portfolio manager teams and an Investment Policy Committee, managing a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Carly C
Series 66
Richmond, VA
Davenport & Company LLC
Carly Carmichael is a financial advisor at Davenport & Company LLC with 11 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2014. Davenport & Company LLC serves individual and institutional clients, including banks, pension 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 provides separately managed accounts, financial planning, and other advisory programs, supported by dedicated portfolio manager teams and a Manager Research team.
Samuel D
Series 63, Series 66
Richmond, VA
Davenport & Company LLC
Samuel Dittmar is a financial advisor at Davenport & Company LLC with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC, Suntrust Advisory Services, and Aerotek. Outside of his advisory role, he is the owner of Uncle Sam's Shirts, a t-shirt design and shipping business. Davenport & Company LLC serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and offers a range of investment strategies, including separately managed accounts and mutual funds.
R.Thomas E
Series 63, Series 65
Norfolk, VA
Davenport & Company LLC
R. Thomas Edwards Jr. is a financial advisor at Davenport & Company LLC with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Davenport since 2017. Prior to that, he spent 21 years with Painewebber Incorporated and UBS Financial Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, and nonprofits, providing asset management, brokerage, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio management teams and offers a range of strategies through separately managed accounts, mutual funds, and ETFs.
Virginia K
CFP®, Series 66
Richmond, VA
Davenport & Company LLC
Virginia Kehlenbeck is a financial advisor at Davenport & Company LLC in Richmond, VA, holding CFP® and Series 66 credentials with 18 years of industry experience. She has been with Davenport & Company since 2007. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment advisory services through dedicated portfolio management teams and a range of separately managed accounts and mutual fund strategies.
Ashton L
Series 66
Virginia Beach, VA
Davenport & Company LLC
Ashton Love is a financial advisor at Davenport & Company LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2019. Prior to that, he held positions at Morgan Stanley Private Bank, Morgan Stanley, and Capital Group Companies. Davenport & Company serves individual and institutional clients, including banks, pension 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 asset management is organized around dedicated portfolio teams and research groups that manage separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Benjamin R
Series 66
Virginia Beach, VA
Davenport & Company LLC
Benjamin Riggan is a financial advisor at Davenport & Company LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. In addition to his advisory role, he serves as a trustee managing an investment account. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, and advisory services. The firm’s investment approach features dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team overseeing separately managed accounts, mutual funds, and fixed-income strategies.
Renita Y
Series 66
Richmond, VA
Davenport & Company LLC
Renita Yoon is a financial advisor at Davenport & Company LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise, Truist Advisory Services, BB&T Securities, and Wells Fargo Advisors. Outside of her advisory role, she is involved in architectural and real estate photography through Renita Yoon Photography. Davenport & Company serves individual and institutional clients with asset management, brokerage, and advisory services. The firm offers a range of investment strategies and manages six mutual funds, combining a broker-dealer platform with a full advisory service.
Christopher W
Series 66
Greensboro, NC
Davenport & Company LLC
Christopher Wojtek is a financial advisor with Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Davenport & Company since 2009 and previously worked at Citigroup Global Markets from 2006 to 2009. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking services, with a focus on separately managed accounts, model delivery, and advisory programs through a team-based approach.
Jameson E
Series 66
Richmond, VA
Davenport & Company LLC
Jameson Eddy is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 22 years of industry experience. He has been with Davenport since 1999. Davenport serves individual and institutional clients, offering asset management, brokerage, public finance, and investment advisory services through a combination of portfolio management teams and structured investment programs.
James D
CFP®, Series 66
Midlothian, VA
Davenport & Company LLC
James Davidson Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2007. His prior experience includes roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is involved with the Lifelong Learning Institute as an instructor, class facilitator, and board member, focusing on investment and financial planning education. He is also an active musician, playing lead guitar with several local bands in the Richmond area. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s Investment Advisory division provides separately managed accounts, model delivery, financial planning, and advisory programs, supported by portfolio manager teams, an Investment Policy Committee, and a Manager Research team.
John A
Series 63, Series 65
Virginia Beach, VA
Davenport & Company LLC
John Atchison is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Davenport & Company since 1994. 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 investment approach involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversee strategies across various managed account and mutual fund offerings.
Tammy S
Series 66
Richmond, VA
Davenport & Company LLC
Tammy Severt is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 25 years of industry experience. She has been with Davenport & Company since 1998. Outside of her advisory role, she is a co-owner of K and S Contracting LLC, a drywall contracting business, but does not participate in its operations. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, and advisory services. The firm’s asset management focuses on dedicated portfolio teams and multiple investment strategies, including separately managed accounts and mutual funds.
Ryan S
Series 66
Richmond, VA
Davenport & Company LLC
Ryan Shumate is a financial advisor at Davenport & Company LLC in Richmond, VA, with six years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2019. Prior to joining Davenport, Shumate was employed at Change Healthcare, Inc. for eight years. Davenport & Company 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. The firm’s approach includes dedicated portfolio manager teams and a Manager Research team that constructs and monitors strategies across separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.
Dimitrios R
CFP®, Series 63, Series 65
Norfolk, VA
Davenport & Company LLC
Dimitrios Roumeliotis is a CFP® professional with six years of industry experience, currently with Davenport & Company LLC. His prior roles include positions at Anchorage Global, LLC, Deutsche Bank Securities Inc, and DB AG Filiale New York. Outside of his advisory work, he is involved with the American Hellenic Educational Progressive Association, managing its local chapter's treasury and financial reporting. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio teams and a Manager Research team that oversees a variety of managed accounts and mutual fund strategies.
Frederick M
Series 66
Richmond, VA
Davenport & Company LLC
Frederick Mc David is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Pemberton Eye and held academic positions at James Madison University and Old Dominion University. Outside of his advisory role, he has been involved with Hoppinfox Farm for nine years. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management includes separately managed accounts, mutual funds, and ETF model portfolios, supported by dedicated portfolio teams and an Investment Policy Committee.
Tammy K
Series 66
Richmond, VA
Davenport & Company LLC
Tammy Kane is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation. She joined Davenport in 2024 and has prior experience at Navy Federal Credit Union, KForce at Washington Gas, and Capital One. 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 services. The firm’s advisory platform features dedicated portfolio manager teams and offers customized investment strategies through separately managed accounts, mutual funds, and unified managed accounts.
Mary D
CFP®, Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Mary Davis is a CFP® professional with 35 years of experience at Davenport & Company LLC in Richmond, VA, where she has worked since 1986. She holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients including banks, pension plans, trusts, and nonprofits, offering asset management, financial planning, retail brokerage, and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research group to oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.
William D
Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
William Davis is a financial advisor with Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked at Davenport since 2020 and previously spent 11 years with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he manages a beach house rental on Bald Head Island, NC. 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.
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