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William S

CFP®, Series 66

Staunton, VA

Davenport & Company LLC

William Sowers III is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. Prior to joining Davenport, he held roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory work, he serves as Board President of The Field School and is a member of the finance committee and board of directors for the Frontier Culture Museum Foundation. Davenport & Company LLC provides asset management, brokerage, and advisory services to individual and institutional clients, utilizing dedicated portfolio teams and a comprehensive investment platform that includes 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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Jason A

Series 66

Lynchburg, VA

Davenport & Company LLC

Jason Alford is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Davenport & Company LLC since 2016. Before joining Davenport, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2016. Outside of his advisory work, Alford owns Count Your Blessings Farm, a beef cattle farm, and serves as a board member for Harmony Day Support. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, public finance, and investment advisory services. The firm manages a range of strategies through dedicated portfolio teams and offers both fee-based and commission-based accounts alongside its oversight of multiple mutual funds.

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

Series 63, Series 65

Greensboro, NC

Davenport & Company LLC

Cecelia Anderson is a financial advisor at Davenport & Company LLC with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Davenport & Company since 2009, including a recent tenure starting in 2023, as well as prior experience at Citigroup Global Markets and Wells Fargo Clearing. 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, and investment banking, with a focus on dedicated portfolio manager teams and multiple advisory programs.

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

CFA®, Series 63, Series 66

Richmond, VA

Davenport & Company LLC

Julian Hillery III is a CFA charterholder with 17 years of industry experience, currently with Davenport & Company LLC in Richmond, VA. He has held roles at Davenport since 2005, with additional experience at Salient Capital Advisors and Integrity Capital. Davenport & Company serves individual and institutional clients such as 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 includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees multiple strategies across 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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Robert G

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Robert Grizzard is a financial advisor at Davenport & Company LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors, OSAIC, and Tucker Franklin Insurance. Grizzard also offers various insurance products including health, disability, and annuities through related business activities. 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 banking services. The firm employs a team-based investment approach and manages multiple mutual funds alongside separately managed accounts and model portfolios.

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

Series 63, Series 65

Roanoke, VA

Davenport & Company LLC

Harry Hamilton III is a financial advisor at Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Davenport & Company since 1996. 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 approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that manage strategies across various account types and mutual funds.

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

Series 63, Series 66

Richmond, VA

Davenport & Company LLC

Sharon Jett is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She has been with Davenport since 1999. Outside of her advisory role, she is a consultant for a skin care and aromatherapy business in Colorado. Davenport 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 an Investment Policy Committee that oversee various 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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Evelyn E

Series 66

Williamsburg, VA

Davenport & Company LLC

Evelyn Eckstrom is a financial advisor at Davenport & Company LLC with five years of industry experience. She holds a Series 66 designation and has been with Davenport since 2020. Her prior work experience includes roles in healthcare and education sectors. 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, with dedicated portfolio manager teams and a variety of managed account programs.

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

Series 63, Series 65

Suffolk, VA

Davenport & Company LLC

David Love is a financial advisor at Davenport & Company LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2012. Outside of his advisory role, he serves on the boards of the YMCA and the Suffolk Center for Cultural Arts. Davenport serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm employs a team-based investment approach and offers a range of 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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Timothy G

Series 66

Williamsburg, VA

Davenport & Company LLC

Timothy Geiling is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds the Series 66 designation and has a background that includes multiple roles at ConMed Corporation prior to joining Davenport. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach involves dedicated portfolio managers, an Investment Policy Committee, and a Manager Research team that oversee a variety 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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Heather W

Series 66

Sanford, NC

Davenport & Company LLC

Heather Wicker is a financial advisor at Davenport & Company LLC with 19 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2006. Outside of her advisory role, she is a vice president and 50% owner of Central Moving & Storage Inc., a moving and storage business. 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, brokerage, fixed income, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and comprehensive advisory programs across various account types and mutual funds.

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

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Christopher Blair is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials and having 42 years of industry experience. His work history includes roles at Middleburg Bank since 2005 and at Davenport & Company from 1997 to 2005. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, public finance, and investment advisory, with an asset management approach organized around portfolio 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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Rebecca M

Series 66

Virginia Beach, VA

Davenport & Company LLC

Rebecca Maxwell Scott is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding a Series 66 designation with three years of industry experience. She has worked at Davenport & Company since 2021 and was previously with Truist for 14 years. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, and advisory services. The firm uses a team-based approach to portfolio management and offers a range of separately managed accounts, mutual funds, and municipal bond strategies.

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

Series 66

Richmond, VA

Davenport & Company LLC

Emily La Vay is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Sotheby's and Christie's before joining Davenport. 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, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a platform that includes separately managed accounts, mutual funds, and ETF model portfolios.

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

Series 63, Series 65

Norfolk, VA

Davenport & Company LLC

Lewis Georges is a financial advisor at Davenport & Company LLC in Norfolk, VA, with 31 years of industry experience. He has been with Davenport for 28 years. Outside of his advisory role, he owns and teaches aerobics at a health club. 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 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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Henry V

Series 63

Richmond, VA

Davenport & Company LLC

Henry Valentine III is a financial advisor at Davenport & Company LLC in Richmond, VA, with 43 years of industry experience. He has been with Davenport & Company since 1981. Valentine serves on the boards of several nonprofit organizations, including the Children's Hospital Foundation and Aylett Country Day School. Davenport & Company provides asset management, retail brokerage, and investment advisory services to individual and institutional clients such as banks, pension plans, trusts, and nonprofits. The firm’s investment approach includes dedicated portfolio teams and a Manager Research group that oversees 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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Paul A

Series 66

Danville, VA

Davenport & Company LLC

Paul Ashworth is a financial advisor at Davenport & Company LLC with 20 years of industry experience. He has been with Davenport since 2005 and holds a Series 66 designation. Outside of his advisory role, Ashworth serves on the board of directors for the Danville Regional Foundation and is involved with the Southern Virginia Regional Alliance’s fundraising campaign for economic development. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, public finance, and investment advisory programs. The firm’s investment approach includes dedicated portfolio manager teams and multi-strategy asset management 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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William B

Series 63, Series 65

Williamsburg, VA

Davenport & Company LLC

William Boyd is a financial advisor at Davenport & Company LLC in Williamsburg, VA, with 32 years of industry experience. He has been with Davenport since 1994 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in Modelogic, a modeling and acting company, where he participates in commercials during non-business hours. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research groups.

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

Series 63, Series 65

Lynchburg, VA

Davenport & Company LLC

David Heppner is a financial advisor with Davenport & Company LLC in Lynchburg, VA, holding Series 63 and Series 65 designations and 41 years of industry experience. He has been with Davenport & Company LLC since 1995. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm provides separately managed accounts, financial planning, and manages multiple mutual funds and fixed-income strategies through a team-based investment approach.

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

Series 66

Richmond, VA

Davenport & Company LLC

Julia Shaffer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Davenport in 2023, she worked at Wiss and Company and held various roles outside the financial sector, including positions at Rivermill Bar and Grill and West End Market. 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 is organized around portfolio manager teams and research groups that develop 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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