Spencer O Hara is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Virginia Beach City Public Schools and Pirate Parasail. 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 manages portfolios through dedicated teams and offers a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

William Valentine is a Series 66 credentialed financial advisor with nine years of industry experience, currently practicing at Davenport & Company LLC in Richmond, VA. He has prior experience at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages various investment strategies through dedicated portfolio teams and oversees six Davenport mutual funds, combining affiliated broker-dealer capabilities with a full advisory platform.

Stacey Berkley is a financial advisor at Davenport & Company LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2017, following three years at The Bank of Southside Virginia. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm is employee-owned and manages multiple mutual funds alongside various separately managed account strategies.

Kari Collins is a financial advisor at Davenport & Company LLC with 11 years at the firm and four years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she serves as secretary for Irish Twins, LLC, a rental property 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’s investment advisory division manages separately managed accounts, model portfolios, and mutual funds through a team-based approach.

Sandra Sheehan is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and has worked at Davenport since 2022. Outside of her advisory role, she owns and operates The Ideal Nest, LLC, a small business focused on furniture refinishing and handmade home decor. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, public finance, and investment banking services. The firm manages a range of portfolios and mutual funds through dedicated teams and combines brokerage and advisory platforms as an employee-owned company with a history dating to 1863.

Douglas Gebhardt is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 13 years of industry experience. He has been with Davenport since 2012. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management is structured around dedicated portfolio management teams and provides separately managed accounts, model portfolios, and advisory programs, in addition to managing multiple mutual funds and fixed-income strategies.

Matthew Brock is a financial advisor at Davenport & Company LLC with three years of industry experience. Prior to joining Davenport in 2022, he worked at Organogenesis Inc. and Depuy Synthes Spine. Outside of his advisory role, he participates in general lacrosse activities. 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 investment approach includes dedicated portfolio manager teams and a Manager Research group that oversees multiple strategies, including separately managed accounts and mutual funds.

John Landry is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Davenport & Company LLC since 1987. 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 a focus on separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

Brian O’Neal is a financial advisor at Davenport & Company LLC with 22 years of industry experience. He has held positions at Davenport since 2022 and previously worked at SunTrust Advisory Services and SunTrust Investment Services from 2013 to 2022. He holds Series 63 and Series 65 licenses. Davenport serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach involves dedicated portfolio manager teams and an Investment Policy Committee that oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Meghan Councill is a financial advisor at Davenport & Company LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2011. Outside of her advisory role, she serves on the Board of Directors for the Obici Healthcare Foundation, participating in several committees including Investment, Audit, Governance, and Executive, where she holds the position of Secretary. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm structures its asset management through dedicated portfolio teams and offers a range of strategies across separately managed accounts, ETFs, mutual funds, and unified managed accounts.

Robert Mizell is a CFA® charterholder with 38 years of industry experience, all at Davenport & Company LLC in Naples, FL. He serves on the board of Davenport Trust Co. and is treasurer of Operation Healing Forces, a nonprofit supporting U.S. Special Forces operators and their families. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm organizes its investment management through portfolio manager teams, a policy committee, and manager research, providing a range of separate accounts, mutual funds, and model portfolios.

Timothy Coggeshall is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Davenport & Company since 1999. Davenport & Company 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 asset management features dedicated portfolio manager teams and diversified strategies across separately managed accounts, model portfolios, mutual funds, ETFs, and unified managed accounts.

James Harris is a CFP® with one year of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to his current role, he held various positions including a brief tenure at First Citizens Bank and experience at Danville Distributing Company, Inc. Davenport & Company LLC 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 services, with an investment advisory division that provides separately managed accounts, model delivery, financial planning, and other advisory programs.

Nicholas Guyer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. He previously worked at EY for four years and spent time at Virginia Tech University. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, and advisory services. The firm provides a range of investment strategies through dedicated portfolio teams and manages multiple mutual funds and fixed-income portfolios.

Edgar Love is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He serves as a volunteer board member for the City of Danville Employee Retirement System. Davenport & Company serves individual and institutional clients with a range of services including asset management, financial planning, and investment banking. The firm employs a team-based approach to portfolio management and offers various advisory programs alongside its mutual funds and fixed-income strategies.

Susan Stimart is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation. She has no prior industry experience but has worked in several other business roles including with By Word of Mouth Auto and Strategic Urban Applications LLC. 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 asset management is supported by dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team, providing separately managed accounts, model portfolios, and advisory programs.

Brett Watson is a financial advisor with Davenport & Company LLC in Farmville, VA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Davenport since 1992. Outside of his advisory role, he is a member, singer, and guitar player in a local music band called The Porch Gliders and serves as a supervisor on the Prince Edward County Board of Supervisors. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, and investment banking services, with an advisory platform that includes separately managed accounts, model delivery, and mutual fund offerings.

Mark Varner 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 & Company since 1988. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm provides separately managed accounts, model portfolios, financial planning, and manages a range of mutual funds and fixed-income strategies.

James Smythe is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Davenport since 2009 and was previously with Merrill Lynch, Pierce, Fenner & Smith from 1990 to 2009. Davenport serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering services such as asset management, retail brokerage, and investment banking. The firm organizes its asset management through dedicated portfolio teams and a Manager Research team, managing strategies across separate accounts, mutual funds, ETFs, and unified managed accounts.

Chad Harris is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has worked at Davenport & Company in two separate periods totaling nine years, along with roles at HMHC LLC and Capital One. 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 services, with an advisory platform that includes separately managed accounts, financial planning, and mutual fund management.