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Julie P

Series 63, Series 65, Series 66

Richmond, VA

Davenport & Company LLC

Julie Preston is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63, 65, and 66 designations with 20 years of industry experience. She has been with Davenport & Company since 2008. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment advisory division offers separately managed accounts, financial planning, and model delivery through dedicated portfolio manager teams and a Manager Research team.

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

CFP®, Series 63, Series 65

Norfolk, VA

Davenport & Company LLC

Julia Beck is a financial advisor at Davenport & Company LLC with 43 years of industry experience. She holds the CFP® designation and has worked at Davenport since 2009, following roles at Citigroup Global Markets and Legg Mason Wood Walker. Outside of her advisory work, Beck serves as Treasurer for The King's Daughters fundraising group and the Botetourt Park North Owners Association. Davenport & Company LLC serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm manages portfolios through dedicated teams and offers separately managed accounts, mutual funds, and advisory programs.

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

Series 63, Series 66

Richmond, VA

Davenport & Company LLC

James Moore Jr. is a financial advisor at Davenport & Company LLC with 34 years of industry experience. He has been with Davenport & Company LLC since 1998 and also has a long tenure with Davenport & Company of Virginia, Inc. beginning in 1985. He holds Series 63 and Series 66 licenses. 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 portfolio management structure that supports various managed account and mutual fund strategies.

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

CFP®, Series 66

Richmond, VA

Davenport & Company LLC

Thomas Branch is a CFP® with eight years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to joining Davenport in 2018, he worked at CoStar Group and Specialty Coating and Laminating. He is involved with The Cabell Foundation as a director and investment committee member, and serves on the board of ChildSavers. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, financial planning, and investment banking services. The firm combines portfolio manager teams with research and advisory capabilities, managing multiple mutual funds and fixed-income strategies within an employee-owned structure.

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

CFA®, Series 66

Richmond, VA

Davenport & Company LLC

Jon Mcelhaney is a CFA® charterholder and holds a Series 66 license with 27 years of industry experience. He has worked at Davenport & Company LLC since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management includes separately managed accounts, mutual funds, ETF models, and unified managed accounts, 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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James S

Series 66

Richmond, VA

Davenport & Company LLC

James Sanderson is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 20 years of industry experience. He 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, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is structured around specialized portfolio teams and offers a range of 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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Reynolds L

Series 63, Series 65

Roanoke, VA

Davenport & Company LLC

Reynolds Lynch III is a financial advisor at Davenport & Company LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Davenport since 2015. Previously, he spent 14 years at Scott & Stringfellow, Inc., and has been active in the financial sector for over three decades. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm combines an affiliated broker-dealer with a full advisory platform, managing multiple mutual funds and a range of separately managed and unified managed accounts.

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

Series 66

Virginia Beach, VA

Davenport & Company LLC

Christian Theurer is a financial advisor at Davenport & Company LLC with 20 years of industry experience. He holds the Series 66 designation and has held positions at Truist Advisory Services, BB&T Securities, Wilbanks, Smith & Thomas Asset Management, and Capital Group. He is based in Virginia Beach, VA. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, and investment banking services. The firm manages a variety of investment strategies through dedicated portfolio teams and also advises six Davenport mutual funds.

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

Series 63, Series 65

Danville, VA

Davenport & Company LLC

Barry Riddle is a financial advisor at Davenport & Company LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 2002. Davenport & Company 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 services. The firm offers a variety of advisory programs through dedicated portfolio manager teams and manages several 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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Richard J

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Richard Jones IV is a financial advisor at Davenport & Company LLC with 42 years of industry experience. He has been with Davenport since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for the R Walter Jones Trust. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment approach includes dedicated portfolio manager teams and research groups that manage 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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Cameron S

Series 66

Harrisonburg, VA

Davenport & Company LLC

Cameron Shah is a financial advisor at Davenport & Company LLC in Harrisonburg, VA, with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and GE Healthcare. Outside of his advisory role, he manages a single-family rental property on a limited basis. Davenport & Company serves individual and institutional clients, providing asset management, financial planning, brokerage, and advisory services. The firm employs a team-based investment approach and offers a range of strategies 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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Charles S

ChFC®, Series 63, Series 65

Roanoke, VA

Davenport & Company LLC

Charles Sellers is a financial advisor at Davenport & Company LLC with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Sellers has been with Davenport since 2003. 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 a range of investment strategies through dedicated portfolio teams and offers separately managed accounts, mutual funds, ETF models, and unified managed accounts.

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

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Thomas Ferguson is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at Caprin Asset Management, Riverfront Investment Group, and Wealthcare Capital Management. Ferguson also serves as a board member for Henrico CASA, participating in regular board and committee meetings. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, financial planning, and investment banking. The firm’s asset management features dedicated portfolio teams and a Manager Research team that oversees various investment 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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Sarah G

Series 66

Richmond, VA

Davenport & Company LLC

Sarah Grammer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Davenport, she worked at the Virginia Department of Health and in the food service industry. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s Investment Advisory division offers separately managed accounts, financial planning, and other advisory programs, 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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Joshua L

CFP®, Series 66

Kilmarnock, VA

Davenport & Company LLC

Joshua Long is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Davenport & Company LLC since 2020 and previously spent four years at Christopher Newport University. Outside of his advisory role, he serves as Treasurer for the Millburn Property Owners Association. Davenport & Company LLC 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 team that oversees a range of 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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Jacqueline A

CFP®, Series 63, Series 65, Series 66

Staunton, VA

Davenport & Company LLC

Jacqueline Avery is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. She has worked previously at Truist Advisory Services and Bb&T Securities. Outside of her advisory role, Avery holds volunteer finance positions with Memorial Baptist Church, Glenmore Hunt, Inc., and the Glenmore Foundation, and serves on the Board of Directors and investment committee for the Community Foundation in Staunton, VA. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, and investment banking. The firm manages portfolios through dedicated teams and offers separately managed accounts, mutual funds, ETF model portfolios, and fixed-income strategies.

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

Series 66

Raleigh, NC

Davenport & Company LLC

Delaney Gibson is a financial advisor with Davenport & Company LLC in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. She has been with Davenport & Company since 2017 and previously worked at NTS Development Company. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s advisory division offers separately managed accounts, model delivery, financial planning, and other programs, 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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Kimberly B

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Kimberly Blanchard is a financial advisor at Davenport & Company LLC with 33 years of industry experience. She has been with Davenport since 1998 and holds Series 63 and Series 65 licenses. 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 and advisory services through dedicated portfolio manager teams and a comprehensive investment platform.

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

CFP®, Series 66

Richmond, VA

Davenport & Company LLC

Ryan Poland is a CFP®-certified financial advisor at Davenport & Company LLC with 10 years of industry experience. He 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, with dedicated portfolio management teams and a range of advisory programs.

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

Series 63, Series 65

Charlottesville, VA

Davenport & Company LLC

James Rennie is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses and possessing 49 years of industry experience. He has been with Davenport & Company since 1991, totaling 35 years at the firm. 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 dedicated portfolio management teams and a range of 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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