Lavonia Welfare is a Series 66-licensed financial advisor with Davenport & Company LLC, based in Roanoke, VA. She has 21 years of industry experience, including seven years at UBS Financial Services before joining Davenport in 2007. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing 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, employing dedicated portfolio manager teams and an Investment Policy Committee to manage diversified strategies and mutual funds.

Justin Corlett is a financial advisor at Davenport & Company LLC with four years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021. Prior to joining the firm, he was employed at The College of William & Mary and Christopher Newport University. Davenport & Company 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 and advisory services, with asset management structured around dedicated portfolio manager teams and a Manager Research group overseeing various investment strategies.

Marion Kastenbaum is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2014. Outside of her advisory role, she is co-owner of Traveling Chic Boutique Richmond, a women’s retail clothing and accessories business, and serves on the board of Manakin Farms, Inc., her family’s real estate holding company. 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 banking. The firm’s asset management strategies are developed and monitored by dedicated portfolio teams and an Investment Policy Committee, and it advises multiple mutual funds and manages both taxable and municipal fixed-income portfolios.

Maureen Gallihugh is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials with 38 years of industry experience. She has been with Davenport & Company LLC since 2001. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm provides a range of advisory programs including separately managed accounts and model portfolios, supported by dedicated portfolio teams and a Manager Research unit.

Ethan Stevenson is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Citizens Bank, First Citizens Investor Services, Self Help Credit Union, and Roanoke College. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, investment banking, and advisory. The firm organizes asset management through dedicated portfolio teams and committees, managing multiple mutual funds and fixed-income strategies while providing both fee-based and commission-based account options.

Evan Gilbert is a CFA® charterholder and holds the Series 66 designation. He has eight years of industry experience and has worked at Davenport & Company LLC since 2017. Prior to joining Davenport, he was employed at the Virginia Military Institute for four years. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, 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 portfolio management structure that includes dedicated teams and an Investment Policy Committee.

Edward Kaufman is a financial advisor at Davenport & Company LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, BB&T Securities, and Scott & Stringfellow, Inc. Kaufman is involved in nonprofit and community organizations, including serving as a board member for the Kaufman Foundation for Heart Failure and as past president of Ohef Sholom Temple. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and a manager research group to deliver separately managed accounts, mutual funds, and other advisory programs.

Avrom Posner is a financial advisor at Davenport & Company LLC with 45 years of industry experience. He has been with Davenport since 1987. Posner holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and investment banking services, with a focus on separately managed accounts and model portfolios overseen by dedicated portfolio manager teams and an Investment Policy Committee.

Merrill Cann is a financial advisor at Davenport & Company LLC with 21 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2004. Davenport serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management combines dedicated portfolio teams, research, and an Investment Policy Committee to manage a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Jeffrey Omohundro is a CFA charterholder with 35 years of industry experience, currently serving at Davenport & Company LLC since 2012. He holds a Series 63 license and acts as a board member for the CFA Society of Virginia. Davenport & Company LLC provides asset management, brokerage, public finance, and investment banking services to individual and institutional clients. The firm manages a range of strategies through dedicated portfolio teams and is the adviser to six mutual funds, offering both advisory and commission-based account options.

Walter Williams is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 66 designations. He has 7 years of industry experience, including prior work at CIBC World Markets from 1997 to 2022. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. Its Investment Advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs supported by dedicated portfolio teams and a Manager Research group.

Conrad Robinson is a financial advisor at Davenport & Company LLC with six years of industry experience. He holds a Series 66 designation and has worked at Davenport since 2022, following roles at Truist Investment Services, BB&T Securities, and Virginia Credit Union. 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 experienced research staff.

Hylah Ballowe is a financial advisor at Davenport & Company LLC in Richmond, VA, with 31 years of industry experience. She has been with Davenport & Company since 2000 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she serves on the board of The Country Club Club of Virginia, participating in athletics and racquet sports committees. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, public finance, and investment advisory services. The firm’s approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversees various investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Lucy Hooper is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with Davenport since 1981. Outside of her advisory role, Hooper serves as Chair of the Investment Committee for Randolph College, co-treasurer of Grace Church in Kilmarnock, VA, and Chair of the Board and Trustee for Randolph-Macon Academy. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment advisory services. The firm organizes asset management around portfolio manager teams and research, managing separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Edward Bohnslav is a financial advisor at Davenport & Company LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021, following prior roles at Truist Advisory Services and BB&T Securities. He serves on the board of the UVA Club of Tidewater, where he helps engage alumni and organize philanthropic events. 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 asset management employs dedicated portfolio manager teams and an Investment Policy Committee to manage separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

Kenneth Gregory is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Davenport & Company for 37 years. Outside of his advisory role, he serves as Treasurer of the Fishing Bay Yacht Club and is involved with River Road Presbyterian Church as a Finance Committee member and Endowment Fund trustee. 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 manages portfolios through dedicated teams and oversees multiple mutual funds and fixed-income strategies.

John Ackerly IV is a CFA® charterholder with 32 years of industry experience. He has been with Davenport & Company LLC in Richmond, VA since 1994. Ackerly serves as a finance committee member and board member for St. Joseph’s Villa, a children's nonprofit organization. Davenport & Company LLC 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 advisory services through dedicated portfolio teams and a Manager Research group.

Colleen Stephenson is a financial advisor at Davenport & Company LLC with 13 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2006. 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, with investment strategies managed by dedicated portfolio teams and an Investment Policy Committee.

Kimberly Williams is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 25 years of industry experience. She has been with Davenport & Company since 1992 and has served in her current role since 2001. 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’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees multiple investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Fred Banister Jr. is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Davenport & Company since 1994, totaling 32 years at the firm. 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 and advisory services. The firm employs dedicated portfolio manager teams and a research-driven approach to manage separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.