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Andrew H

Series 66

Richmond, VA

Davenport & Company LLC

Andrew Hargroves is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 12 years of industry experience. He has been with Davenport & Company since 2011. 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 manages multiple mutual funds and separately managed account strategies.

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

CFP®, Series 63, Series 65

Virginia Beach, VA

Davenport & Company LLC

Mario Papa is a CFP®-designated financial advisor with 42 years of industry experience. He has been with Davenport & Company LLC in Virginia Beach, VA, for 35 years. 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 oversees six mutual funds, combining a broker-dealer and advisory platform to provide diversified investment solutions.

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

Series 63, Series 65

Kilmarnock, VA

Davenport & Company LLC

Brian Manetz is a financial advisor at Davenport & Company LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Davenport since 2008. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, public finance, and advisory services. The firm’s asset management platform features dedicated portfolio manager teams, an Investment Policy Committee, and manager research, offering strategies through 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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Carter M

Series 66

Sanford, NC

Davenport & Company LLC

Carter Mathis is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments and Edward Jones. Outside of his advisory roles, he was involved with Pole Vault Carolina for two years. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory division offers 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
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Ryan B

Series 66

Richmond, VA

Davenport & Company LLC

Ryan Blankenship is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Davenport since 2014. Davenport 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 asset management is organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, overseeing 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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Faye S

Series 63, Series 65, Series 66

Raleigh, NC

Davenport & Company LLC

Faye Sprye is a financial advisor at Davenport & Company LLC in Raleigh, NC, holding Series 63, Series 65, and Series 66 credentials with 40 years of industry experience. She has been with Davenport & Company since 2000. Outside of her advisory role, Sprye serves as the fundraising chair on the executive board of United Community Ministries, a nonprofit organization. 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 dedicated portfolio manager 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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Julie A

Series 63, Series 66

Richmond, VA

Davenport & Company LLC

Julie Apple is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Davenport & Company since 2004. 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 an investment approach organized around 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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Timothy R

Series 66

Richmond, VA

Davenport & Company LLC

Timothy Reyes is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with six years of industry experience. He worked at Sterling Capital for ten years before joining Davenport in 2023. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and a Manager Research team 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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Jeffrey C

Series 66

Greensboro, NC

Davenport & Company LLC

Jeffrey Chowning is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation with 24 years of industry experience. He has been with Davenport since 2009. Davenport serves individual and institutional clients, providing a range of services including asset management, brokerage, and investment banking. The firm organizes its asset management around portfolio manager teams and offers advisory programs across multiple investment strategies, including mutual funds and separately managed accounts.

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

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Lily Silva is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Vaught, Spangler, and Associates Financial Services. 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 includes dedicated portfolio manager teams and multiple investment strategies, and it acts as adviser to six Davenport mutual funds.

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

CFP®, Series 66

Norfolk, VA

Davenport & Company LLC

Ryan Cobb is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2014. He holds a Series 66 license and is based in Norfolk, VA. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages a range of strategies through dedicated portfolio teams and offers advisory programs such as separately managed accounts and unified managed accounts.

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

Series 66

Fredericksburg, VA

Davenport & Company LLC

Eden Coltrane is a financial advisor at Davenport & Company LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2000. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment advisory. The firm manages multiple mutual funds and employs a team-based approach to portfolio management across various account types.

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

Series 63, Series 65

Arlington, VA

Davenport & Company LLC

Darla Aycock 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 1998. Outside of her advisory role, she is involved in her local community as president of the Stratton House Condominiums and manages a residential and commercial cleaning service. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs and manages multiple mutual funds, employing dedicated portfolio teams and research groups to deliver diversified investment strategies.

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

Series 66

Richmond, VA

Davenport & Company LLC

Michael Coggeshall is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has been with Davenport since 2026. His prior experience includes roles at Octagon, ESL Facelt Group, and Augusta National Golf Club. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes 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
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Clark H

CFA®, Series 63

Richmond, VA

Davenport & Company LLC

Clark Halladay Jr. is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. His prior work includes roles at Thompson, Siegel & Walmsley LLC and Markel Corporation. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm’s advisory services feature separately managed accounts, model delivery, financial planning, and mutual fund management, supported by dedicated portfolio teams and research resources.

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

Series 63, Series 65

Lynchburg, VA

Davenport & Company LLC

Jesse Ford is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Markel, Newbridge Securities Corporation, and CRC Financial. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, and nonprofits, offering asset management, brokerage, fixed income, and advisory services. The firm manages portfolios through dedicated teams and provides 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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Eric E

Series 66

Roanoke, VA

Davenport & Company LLC

Eric Eversole is a financial advisor at Davenport & Company LLC in Roanoke, VA, with 10 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill for six years. Eversole serves as a board member for the Shenandoah Club, Roanoke Valley Booster Club, and St. John's Episcopal Church Community Youth Program. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment advisory services. The firm manages portfolios through dedicated teams and provides separately managed accounts, model portfolios, and mutual fund advisory services.

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

Series 63, Series 65

Kilmarnock, VA

Davenport & Company LLC

Thomas Cho is a financial advisor at Davenport & Company LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2003. Cho serves as a Finance Committee Member for the Queens Lake Community and is Treasurer of Luke Messick Futbol Charities, Inc., where he assists with financial management. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee 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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Karli W

Series 66

Richmond, VA

Davenport & Company LLC

Karli Woodcock Tench is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and began her career at Davenport in 2024. Prior to joining the firm, she worked in education and community organizations, including Chesterfield County Public Schools and Brandermill Church. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, investment banking, and advisory services, managing portfolios through dedicated teams and providing access to mutual funds, ETFs, and municipal bond strategies.

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