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John M
Series 63, Series 65
Greensboro, NC
Davenport & Company LLC
John Murray is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Davenport since 2009 and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. 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’s investment approach involves dedicated portfolio management teams and offers separately managed accounts, model delivery, financial planning, and mutual fund advisory services.
William C
Series 63, Series 66
Lynchburg, VA
Davenport & Company LLC
William Capshaw II is a financial advisor at Davenport & Company LLC in Lynchburg, VA, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Davenport since 2009. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment advisory services. The firm’s asset management strategies are built around dedicated portfolio teams and research, offering a variety of managed accounts and mutual funds.
Patrick S
Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Patrick Slack is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 designations with 25 years of industry experience. He has been with Davenport since 2014. 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 utilizes dedicated portfolio manager teams and a Manager Research team to oversee strategies across separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.
Charles M
Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Charles Munford is a financial advisor at Davenport & Company LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2009, following seven years at Citigroup Global Markets. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of asset management and advisory services through dedicated portfolio manager teams and a Manager Research team, managing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Stephen A
Series 63, Series 66
Richmond, VA
Davenport & Company LLC
Stephen Abbott is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 registrations with 11 years of industry experience. He has worked at Davenport & Company since 2018 and previously held roles at SunTrust Advisory Services and SunTrust Investment Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, public finance, and investment banking services. The firm provides separately managed accounts, financial planning, and advisory programs through dedicated portfolio management teams and also advises six mutual funds.
Kimberley M
CFP®, Series 63, Series 65
Norfolk, VA
Davenport & Company LLC
Kimberley Mcmillan is a CFP® professional with over 32 years of experience in financial advising. She has been with Davenport & Company LLC since 1998. Outside of her advisory work, she serves as Finance Chair on the Church Council of St. Michael Lutheran Church. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, public finance, and investment advisory services. The firm employs a team-based approach to portfolio management and provides a range of investment solutions including separately managed accounts, mutual funds, and fixed-income strategies.
Kimberley S
Series 63
Richmond, VA
Davenport & Company LLC
Kimberley Skowysz is a financial advisor at Davenport & Company LLC in Richmond, VA, with 21 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Davenport in 2017. Kimberley holds a Series 63 designation. Davenport & Company serves a range of individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division provides separately managed accounts, model delivery, financial planning, and other advisory programs through dedicated portfolio manager teams and a comprehensive research process.
Coleman W
Series 66
Richmond, VA
Davenport & Company LLC
Coleman Wray is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds a Series 66 designation and has worked at Davenport since 2023, with prior experience at the University of Virginia and St. Christopher's School. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with a structured investment advisory division managing separately managed accounts, model portfolios, and mutual funds.
Natallia B
Series 66
Fort Lauderdale, FL
Davenport & Company LLC
Natallia Batsukova is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, JP Morgan Securities, LPL Financial, and Merrill. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm employs a team-based approach to portfolio management and provides a range of advisory programs, including separately managed accounts and mutual funds.
Timothy T
Series 66
Richmond, VA
Davenport & Company LLC
Timothy Taylor is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Guggenheim Securities, LLC, and earlier at Davenport & Company. Outside of his advisory duties, he manages a rental duplex property in the Bellevue, VA area. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering a range of services including asset management, retail brokerage, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and an Investment Policy Committee, managing various separate accounts, mutual funds, and fixed-income strategies.
Kyle L
Series 66
Richmond, VA
Davenport & Company LLC
Kyle Laux is a financial advisor at Davenport & Company LLC in Richmond, VA, with 18 years of industry experience. He has been with Davenport since 2003 and holds a Series 66 designation. 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 manager teams and a range of advisory programs.
Richard O
CFP®, Series 63, Series 66
Richmond, VA
Davenport & Company LLC
Richard Owen is a CFP® professional with 43 years of industry experience, currently serving at Davenport & Company LLC since 2007. Prior to that, he worked for A. G. Edwards & Sons, Inc. for 17 years. He is a member of the Town of Ashland OPEB Finance Board, where he reviews the performance of a pooled trust. Davenport & Company LLC 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 investment approach includes dedicated portfolio manager teams and a Manager Research team that manages strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Thomas W
CFP®, Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Thomas Watson is a CFP® with four years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to joining Davenport in 2022, he held roles at BrownGreer PLC and Elder, Watkins, & Friedman, PC, and has experience in nonprofit fundraising as the treasurer for Massey Alliance, a group supporting cancer awareness and fundraising efforts. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm organizes its asset management through dedicated portfolio manager teams and manages a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Leavenworth F
Series 66
Richmond, VA
Davenport & Company LLC
Leavenworth Ferrell II 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 2015. Outside of his advisory role, he serves on the boards of Seven Hill School and the Capital Region Land Conservancy, where he holds the position of Vice Chair. Davenport & Company LLC 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, managing a variety of strategies through dedicated portfolio teams and a robust investment advisory platform.
Robert G
Series 63
Richmond, VA
Davenport & Company LLC
Robert Giles is a financial advisor at Davenport & Company LLC with 55 years of industry experience. He holds a Series 63 designation and has been with Davenport since 1967. Outside of his advisory role, Giles serves on the advisory board and Finance Committee of Historic Port Royal Inc. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages dedicated portfolio teams and multiple investment strategies, including separately managed accounts and mutual funds.
Bryce F
Series 66
Kilmarnock, VA
Davenport & Company LLC
Bryce Fulford is a financial advisor at Davenport & Company LLC in Kilmarnock, VA. He holds a Series 66 credential and has recently entered the industry with experience beginning in 2026. Prior to joining Davenport, he held roles at ADP, The United Management Company, and was involved with The College of William and Mary and Mathews Family YMCA. Davenport & Company LLP serves individual and institutional clients including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with a focus on dedicated portfolio management teams and a variety of advisory programs.
Pamela H
Series 66
Kilmarnock, VA
Davenport & Company LLC
Pamela Hodges is a financial advisor at Davenport & Company LLC with three years of industry experience. She holds a Series 66 designation and has been with Davenport since 2014. 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, model delivery, and advisory programs.
Robert G
Series 66
Richmond, VA
Davenport & Company LLC
Robert Gragnani Jr is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 19 years of industry experience. He has been with Davenport & Company since 2006. 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 combination of portfolio manager teams, an Investment Policy Committee, and a Manager Research team.
Peter R
Series 63, Series 65
Virginia Beach, VA
Davenport & Company LLC
Peter Reuss is a financial advisor at Davenport & Company LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Scott & Stringfellow, Inc. and Truist Advisory Services. Outside of his advisory role, he serves as Treasurer and Board Member for The Noblemen, a nonprofit supporting local disadvantaged and special needs children. Davenport & Company LLC serves individual and institutional clients by providing asset management, retail brokerage, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Alison C
Series 65
Richmond, VA
Davenport & Company LLC
Alison Crowder is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 65 license and with six years of industry experience. She previously worked at Barrett Capital Management, LLC, and was self-employed for two years. Outside of her advisor role, she manages responsibilities related to a condominium property rental in Wintergreen, VA. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division provides separately managed accounts, model portfolios, financial planning, and other advisory programs.
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