Richard Looney is a financial advisor at Davenport & Company LLC in Tampa, FL, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Davenport since 2002. Looney is a minority shareholder in Gibian & Gibian, a family investment partnership. 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 approach involves dedicated portfolio manager teams and a Manager Research group overseeing various strategies, including separately managed accounts and mutual funds.

Sherri Petefish is a financial advisor at Davenport & Company LLC with 24 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2001. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s asset management approach includes dedicated portfolio manager teams and an Investment Policy Committee, managing a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ruth Key is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Davenport since 2010 and is also involved with Informed Simplifications LLC. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that constructs strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ramsay Ward is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation. He has been with Davenport since 2025 and has prior experience working in various roles outside of the financial industry, including positions at Next Level Valet Parking, Republic Finance, Target, and Maggiano's Little Italy. Davenport & Company serves individual and institutional clients with a range of asset management, brokerage, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Sean Allburn is a financial advisor at Davenport & Company LLC in Williamsburg, VA, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with Davenport & Company since 2002. Davenport & Company serves individual and institutional clients such as banks, pension 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 and advisory services, with a focus on separately managed accounts, model delivery, and mutual funds.

Thomas Graham is a financial advisor at Davenport & Company LLC with 39 years of industry experience. He held a long tenure at Edward D. Jones & Co. from 1994 to 2023 before joining Davenport in 2023. Outside of his advisory work, he is involved in community activities, serving as a lay delegate and committee member at First United Methodist Church in Marion, VA, and participates in historic building restorations through property development projects. Davenport & Company serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and advisory services. The firm organizes asset management through dedicated portfolio teams and offers a variety of investment programs including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ralph Rush Jr. is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Davenport since 1990. Outside of his advisory work, he is active as a musician in Richmond, VA. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management approach includes dedicated portfolio teams and multiple investment strategies, and it acts as adviser to six mutual funds while also providing municipal finance services.

Paulette Mitchell is a financial advisor at Davenport & Company LLC in Greensboro, NC, with 23 years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2009, following three years at Citigroup Global Markets. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management teams provide a range of strategies across separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

Kenneth Sessoms is a financial advisor at Davenport & Company LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Davenport in 2021, he worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages a range of strategies through dedicated portfolio teams and serves as adviser to several mutual funds while providing a combination of fee-based and commission-based account options.

Willis Hudgins is a financial advisor at Davenport & Company LLC with 42 years of industry experience. He has been with Davenport since 1992. Outside of his advisory work, he is involved in oyster cultivation, funding the planting of wild oysters in Virginia. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm employs a team-based investment approach and manages a variety of portfolios, including mutual funds and separately managed accounts.

Joseph Thompson is a CFP® professional with 11 years of industry experience, currently serving at Davenport & Company LLC since 2017. His prior roles include positions at Verus Financial Partners and Cambridge Investment Research Advisors. Thompson holds Series 63 and Series 65 licenses. Davenport & Company LLC serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking, and manages multiple mutual funds and separately managed accounts through dedicated portfolio teams and research committees.

Abram Halterman is a financial advisor at Davenport & Company LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021, following a 12-year tenure at Edward Jones. Outside of his advisory role, he is an owner and member of Meridian Farms LLC, a cattle farm in Grottoes, Virginia. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment advisory division provides separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a Manager Research group.

John Wallin is a financial advisor at Davenport & Company LLC with 14 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Davenport since 2011. 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 and model delivery through dedicated portfolio teams and research committees.

Michael Beall is a CFA® charterholder with 46 years of experience at Davenport & Company LLC in Richmond, VA, where he has worked since 1980. He serves as chairman of the board for Good Samaritan Ministries, a faith-based substance abuse rehabilitation program. Additionally, he holds trustee and finance committee chair positions at the American Numismatic Society and contributes to Coinweek.com’s content on ancient coins. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, public finance, and advisory services. The firm manages portfolios through dedicated teams, offers a range of investment products including mutual funds and ETFs, and combines advisory and broker-dealer platforms as an employee-owned company with a history dating back to 1863.

William Morris is a financial advisor with Davenport & Company LLC in Richmond, VA. He holds the Series 66 designation and has three years of industry experience. Prior to joining Davenport in 2023, he worked at Patrick K. Moore, PC and has experience with Mobiledumps, LLC and YogaDirect.Com. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages a variety of strategies across separately managed accounts, mutual funds, and ETF portfolios, and is structured as an employee-owned company with a history dating back to 1863.

Regis Keddie II is a financial advisor at Davenport & Company LLC in Fredericksburg, VA, with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 1994. Outside of his advisory work, Keddie serves on the finance committees of the Mary Washington Healthcare Corp. and the Fredericksburg Area Chamber of Commerce, and he holds leadership roles in several local nonprofit organizations focused on healthcare and community services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model portfolios, and advisory programs, with asset management organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

John Westfall is a CFP® credentialed financial advisor with Davenport & Company LLC in Richmond, VA, bringing two years of industry experience. His background includes multiple roles at the University of the South and Truist Foundations and Endowments Group. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, financial planning, and investment advisory programs. The firm’s asset management approach involves dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team, and it acts as adviser to six mutual funds while providing both advisory and brokerage services.

Irving Chapman IV is a CFA® charterholder with over 30 years of experience at Davenport & Company LLC, where he has worked since 1995. He is based in Richmond, VA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Trustees for the Medical College of Virginia Foundation, where he assists with policy formulation, fiduciary oversight, and endowment management. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, and investment banking. The firm organizes its asset management through dedicated portfolio teams and research, offering strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Nathaniel Rullman is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation with 15 years of industry experience. He has been with Davenport since 2011. Davenport 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 involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversee a variety of managed account strategies and mutual funds.

Holly Crockett is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Davenport since 2015. 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 dedicated team structure and a variety of managed account programs.