Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Frederick F

CFP®, ChFC®, Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Frederick Fram is a CFP® and ChFC® with 38 years of industry experience, currently serving at Davenport & Company LLC since 2021. His prior roles include positions at Cetera Advisor Networks LLC, VSR Advisory Services, VSR Financial Services Inc, Cetera, and Summit Brokerage Services. He also serves as a FINRA hearing panelist, participating in regulatory hearings involving broker-dealers and registered representatives. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, 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 management and research teams, providing separately managed accounts, model portfolios, and mutual funds.

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

Constance N

Series 66

Farmville, VA

Davenport & Company LLC

Constance Neilsen is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Davenport & Company since 1999 in various capacities. 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, investment banking, and advisory services through dedicated portfolio teams and a range of separately managed accounts, mutual funds, and model portfolios.

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

Robin K

Series 63, Series 65

Roanoke, VA

Davenport & Company LLC

Robin Kahl is a financial advisor with Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Davenport & Company LLC since 1995. Outside of his advisory role, he serves on the Finance Committee at Rainbow Forest Baptist Church, where he reviews church finances. 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 employs dedicated portfolio manager teams and a Manager Research team to construct and monitor investment strategies across various platforms, including separately managed accounts, mutual funds, and ETFs.

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

Stewart E

CFP®, Series 63, Series 66

Fredericksburg, VA

Davenport & Company LLC

Stewart Emenheiser is a CFP®-designated financial advisor with 20 years of industry experience. He has worked at Davenport & Company LLC since 2019 and previously spent 13 years with Edward Jones. Davenport & Company LLC 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 investment approach includes dedicated portfolio manager teams and a Manager Research team that oversee 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
user avatar
firm logo

Edward B

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Edward Brown Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials with 48 years of industry experience. He has been with Davenport & Company since 1982. Outside of his advisory role, he is a partial owner and board member of CONSUTECH LLC, a manufacturing business. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and investment banking services. The firm’s asset management includes dedicated portfolio teams and various strategies across separately managed accounts, mutual funds, and ETFs.

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

Steven M

CFP®, Series 66

Richmond, VA

Davenport & Company LLC

Steven Martin is a CFP® with 22 years of industry experience and has been with Davenport & Company LLC since 2017. Prior to joining Davenport, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Davenport & Company LLC serves individual and institutional clients, including banks, pension 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 involves dedicated portfolio manager teams and various advisory programs, and it manages multiple mutual funds and fixed-income strategies.

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

John V

CFP®, Series 66

Richmond, VA

Davenport & Company LLC

John Vetrovec is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Davenport & Company LLC since 2009. He holds the Series 66 designation and is based in Richmond, VA. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team, offering strategies across separately managed accounts, mutual funds, and unified managed accounts.

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

Dianne B

Series 66

Richmond, VA

Davenport & Company LLC

Dianne Ballard is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with eight years of industry experience. She has worked at Davenport & Company since 2017 and previously worked at Collegiate School from 2010 to 2017. 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 through a team-based approach and a variety of separately managed accounts and mutual funds.

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

Stefanie B

Series 63, Series 66

Riverview, FL

Davenport & Company LLC

Stefanie Boykin is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Davenport since 2019. Her prior experience includes roles at Money Concepts Capital Corp. and Infinex Investments, Inc. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to oversee various investment strategies, including separately managed accounts, mutual funds, and municipal bond strategies.

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

Theresa M

Series 66

Richmond, VA

Davenport & Company LLC

Theresa Manning is a financial advisor at Davenport & Company LLC in Richmond, VA, with 24 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2013. Davenport serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, and investment advisory services. The firm manages a range of portfolios and mutual funds through dedicated teams and combines broker-dealer capabilities with a full advisory platform.

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

Charles T

Series 66

Charlottesville, VA

Davenport & Company LLC

Charles Thacker is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 credential with three years of industry experience. His background includes roles at Davenport & Company and involvement in a political campaign for Youngkin for Governor. Outside of his advisory duties, he manages a short-term home rental in Charlottesville. 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 utilizes dedicated portfolio manager teams and a Manager Research team to oversee various investment strategies, including mutual funds and model portfolios.

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

George S

CFA®, Series 63

Richmond, VA

Davenport & Company LLC

George Smith is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with Davenport & Company LLC since 1997 and currently serves at Davenport & Company LLC in Richmond, VA. 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 asset management is supported by dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that construct and monitor 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
user avatar
firm logo

Olivia K

Series 66

Roanoke, VA

Davenport & Company LLC

Olivia Kennedy is a financial advisor at Davenport & Company LLC in Roanoke, VA, holding a Series 66 designation with six years of industry experience. She began her financial services career at Wells Fargo Clearing and previously worked in education for sixteen years at Washington County Virginia Public Schools. 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 Investment Advisory division provides separately managed accounts, financial planning, and other advisory programs, supported by portfolio manager teams and a dedicated Manager Research team.

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

John B

Series 63, Series 65

Kilmarnock, VA

Davenport & Company LLC

John Black III is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Davenport & Company since 1992. Outside of his advisory role, he serves as President and CEO of Black Family Investments LLC, a real estate investment and rental business. 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 manages a range of advisory programs and mutual funds through dedicated portfolio teams and combines brokerage and advisory platforms within an employee-owned structure.

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

Lori R

Series 66

Marion, VA

Davenport & Company LLC

Lori Ringley is a financial advisor at Davenport & Company LLC with a Series 66 credential and two years of industry experience. Prior to joining Davenport, she held roles at Utility Trailer Manufacturing, The Chamber of Commerce of Smyth County Virginia, and Teleperformance. Outside of her advisory work, she has been involved with Suburban Christian Church. 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 offerings. The firm’s asset management features dedicated portfolio teams and oversees multiple mutual funds and separate account strategies.

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

Edin T

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Edin Terzimehic is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Davenport since 2008 and previously at Wachovia Securities LLC. Terzimehic serves on the Board of Directors and Finance Committee for the Visual Arts Center of Richmond, a nonprofit focused on community engagement through arts programs. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking services to individual and institutional clients. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees diverse strategies across separately managed accounts, mutual funds, and ETFs.

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

Kristina P

CFP®, ChFC®, Series 66

Richmond, VA

Davenport & Company LLC

Kristina Palangi is a financial advisor with Davenport & Company LLC, holding CFP® and ChFC® designations and a Series 66 license. She has 18 years of industry experience and previously worked with Truist Advisory Services, Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Outside of her advisory work, she serves on the Finance Committee and Strategic Planning Committee at Lakeside Park Country Club in Richmond, VA. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages investment strategies through dedicated portfolio teams and an Investment Policy Committee and advises several mutual funds and fixed-income products.

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

Herbert H

Series 66

Richmond, VA

Davenport & Company LLC

Herbert Hargroves Jr is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with eight years of industry experience. He has been with Davenport & Company since 2012. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, and investment banking services. The firm’s advisory division provides separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a Manager Research group.

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

Robert B

CFP®, Series 63, Series 65

Roanoke, VA

Davenport & Company LLC

Robert Brailsford is a CFP®-designated financial advisor with Davenport & Company LLC in Roanoke, VA, bringing 40 years of industry experience. He has been with Davenport & Company LLC since 1996. Outside of his advisory role, Brailsford serves as Treasurer for St. John's Episcopal Church and is a member of the Finance Committee for The Society of the Cincinnati of South Carolina. Davenport & Company provides asset management, brokerage, investment banking, and advisory services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm employs dedicated portfolio manager teams and research resources to 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
user avatar
firm logo

Donald B

Series 66

Staunton, VA

Davenport & Company LLC

Donald Benner is a financial advisor at Davenport & Company LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Advisory Services. Benner is also president of Benfield Farms, Inc., a family-operated cattle and hay farm. Davenport & Company serves individual and institutional clients with asset management, brokerage, fixed income, and advisory services, offering a range of investment programs and managing multiple mutual funds and fixed-income strategies.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)