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Nikolas P

Series 66

Durham, NC

Davenport & Company LLC

Nikolas Pry is a financial advisor at Davenport & Company LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Davenport, he worked at Raymond James Financial and Edward Jones among other firms. Outside of his advisory role, Pry is the CEO of Pry Athletics LLC, which provides individual pitching lessons and operates youth travel baseball teams. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory. The firm’s investment approach involves dedicated portfolio manager teams and comprehensive strategy monitoring, offering 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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Emily F

CFP®, Series 63, Series 65

Williamsburg, VA

Davenport & Company LLC

Emily Fiscella is a financial advisor at Davenport & Company LLC with 12 years of industry experience. She holds the CFP® designation and Series 63 and Series 65 licenses. Prior to joining Davenport in 2026, she worked for Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank NA. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversees multiple 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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Sarah F

Series 66

Staunton, VA

Davenport & Company LLC

Sarah Fowler is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Davenport in 2021. Davenport & Company serves individual and institutional clients by offering asset management, brokerage, fixed income, public finance, and advisory services. The firm employs dedicated portfolio manager teams and research groups to manage strategies across various accounts and mutual funds, operating as an employee-owned company with a history dating back to 1863.

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

Series 63, Series 65

Roanoke, VA

Davenport & Company LLC

Grayson Prillaman is a financial advisor at Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Davenport & Company since 2007 and previously spent seven years at UBS Financial Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, fixed income, and investment banking services. The firm’s asset management is organized around dedicated portfolio manager teams and provides a range of advisory programs and mutual fund strategies.

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

Series 66

Richmond, VA

Davenport & Company LLC

Coleman Wortham is a financial advisor at Davenport & Company LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2011. Davenport & Company 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 its asset management organized around dedicated portfolio 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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Lindsay S

Series 66

Roanoke, VA

Davenport & Company LLC

Lindsay St. Peter is a financial advisor at Davenport & Company LLC in Roanoke, VA, with eight years of industry experience. She holds a Series 66 designation and previously worked at HomeTown Bank from 2014 to 2018. Outside of her advisory role, she serves on the finance committee of Lighthouse Bible Church and is a board member and committee participant for Family Service of Roanoke Valley. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages its asset management through dedicated portfolio teams and an Investment Policy Committee, and it acts as adviser to multiple mutual funds while providing both fee- and commission-based account options.

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

CFA®, Series 66

Richmond, VA

Davenport & Company LLC

Geoffrey Sulanke is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2004. He is a partner in C2C Equipment Rentals, where he handles bookkeeping, equipment purchasing, and lease negotiations for construction equipment leasing. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, and investment banking. The firm’s investment approach is organized around dedicated portfolio manager teams and an Investment Policy Committee, managing 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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Derek C

Series 66

Richmond, VA

Davenport & Company LLC

Derek Christmas is a financial advisor with Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Mann, Armistead & Epperson, Ltd., Virginia Tech, and Salisbury Country Club, Ltd. 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 variety of investment strategies through dedicated portfolio teams and provides both advisory programs and mutual fund management.

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

Series 63, Series 66

Williamsburg, VA

Davenport & Company LLC

Richard Henry is a financial advisor with Davenport & Company LLC in Williamsburg, VA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Davenport & Company since 2002. 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, public finance, and investment banking. The firm’s asset management features dedicated portfolio manager teams and a Manager Research team that oversee various investment strategies across separate accounts, mutual funds, and ETFs.

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

CFP®, Series 66

Greensboro, NC

Davenport & Company LLC

Michael Devon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2022. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Outside of his advisory role, he is involved as the Steering Committee Co-Chair for Heart Math Tutoring and serves on the Finance Committee at St. Paul's Episcopal Church in Winston-Salem, NC. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, and investment advisory services. The firm utilizes dedicated portfolio manager teams and research groups to manage a range of investment 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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Aidan F

Series 66

Richmond, VA

Davenport & Company LLC

Aidan Fitzgerald is a financial advisor at Davenport & Company LLC in Richmond, VA, holding the Series 66 designation with one year of industry experience. Prior to joining Davenport, he had roles at Northwestern Mutual and various positions connected to the University of Georgia and other organizations. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model portfolios, and mutual funds managed by specialized 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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Harry Y

CFA®, Series 66

Richmond, VA

Davenport & Company LLC

Harry Yates IV is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. He has been with Davenport since 2015. Davenport & Company LLC provides a range of services to individual and institutional clients, including 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 offers various investment programs such as 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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Joseph K

CFP®, Series 66

Richmond, VA

Davenport & Company LLC

Joseph Keiger IV is a CFP®-certified financial advisor with six years of industry experience, currently with Davenport & Company LLC since 2022. His prior experience includes roles at Hefren Tillotson and Federated Investors Inc. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, public finance, and investment banking services. The firm’s asset management approach involves dedicated portfolio manager teams and a Manager Research team overseeing various strategies, including mutual funds and ETF portfolios.

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

Series 63, Series 66

Virginia Beach, VA

Davenport & Company LLC

Christopher Larocca is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Truist Advisory Services and BB&T, among others. Outside of his advisory work, he participates in the Hampton Roads Estate Planning Council as an advisory board member and is involved in a horse boarding activity at his personal residence. Davenport & Company serves a range of clients including individuals, institutions, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm organizes its asset management through specialized portfolio teams and offers various advisory programs, including separately managed accounts and model portfolios.

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

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Douglas Stopkey is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes extensive tenures at Merrill and Bank of America prior to joining Davenport in 2018. Davenport & Company serves individual and institutional clients, providing 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 and manages a range of 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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Michael C

Series 66

Charlottesville, VA

Davenport & Company LLC

Michael Crawley is a financial advisor at Davenport & Company LLC with six years of industry experience. He holds a Series 66 designation and has prior work experience at the University of Virginia and Merkle. Outside of his advisory role, he serves on the Board of Directors for the Nelson County Chamber of Commerce. 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 investment advisory division manages separately managed accounts, model portfolios, and mutual funds through dedicated portfolio teams and research committees.

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

Series 66

Richmond, VA

Davenport & Company LLC

Elizabeth Jarvis is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 10 years of industry experience. She has been with Davenport & Company since 2015. Outside of her advisory role, she owns Wine Whimsy, a business that offers wine education and tasting classes. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes separately managed accounts, model portfolios, and mutual funds, supported by 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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Wallace K

Series 66

Richmond, VA

Davenport & Company LLC

Wallace King Jr. is a Series 66-licensed financial advisor with Davenport & Company LLC in Richmond, VA, where he has worked since 2018. He has seven years of industry experience, including two years in the restaurant industry at Equinox Restaurant prior to joining Davenport. 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, public finance, and investment banking, with a focus on portfolio management through dedicated teams and adviser-managed mutual funds.

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

Series 63, Series 65

Boca Raton, FL

Davenport & Company LLC

Thomas Anderson III is a financial advisor at Davenport & Company LLC with 32 years of industry experience. He has worked at Davenport since 2019 and previously spent five years at Oppenheimer. He holds Series 63 and Series 65 licenses. Davenport serves individual and institutional clients, including banks, pension 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 involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team, overseeing a variety of strategies including separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

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

Series 66

Virginia Beach, VA

Davenport & Company LLC

Barclay Freeman is a financial advisor with Davenport & Company LLC, holding a Series 66 credential and six years of industry experience. His background includes roles at Truist Advisory Services, BB&T Securities, and Troutman Sanders LLP. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio manager teams and research groups.

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