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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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