Coleton Frye is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Davenport in 2023, he worked at Lincoln Financial Distributors and has multiple years of experience with Greensboro Country Club. 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 mutual fund strategies.

Brian Mathis is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 26 years before joining Davenport in 2024. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, public finance, and investment banking services. The firm’s investment advisory division offers separately managed accounts, model delivery, financial planning, and manages a range of mutual funds and fixed-income strategies.

Charlotte Doherty is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Davenport since 2011 and previously spent five years at Papa Johns. Davenport & Company LLC 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. The firm’s advisory platform includes separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a Manager Research group.

John Piscitelli is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been with Davenport & Company since 2005. 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 and advisory services.

Elizabeth Nye is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow, Inc. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers a range of advisory programs and manages multiple mutual funds and fixed-income strategies through dedicated portfolio teams and an Investment Policy Committee.

Joel Ray is a CFA® charterholder with 32 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2004. He is based in Richmond, VA. Outside of his advisory role, Mr. Ray serves on the Board of Directors and as Treasurer of the Visual Arts Center of Richmond and is a board member on the finance committee for Thrive Birth to Five, both nonprofit organizations. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees a variety of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

John Trigg is a financial advisor at Davenport & Company LLC in Richmond, VA, with five years of industry experience. He has worked at Davenport since 2018 and previously spent time at Peter-Blair Accessories and Hampden Sydney College. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking services, with a team-based approach to portfolio management and oversight.

Theodore Price is a CFA® charterholder with 44 years of industry experience, currently serving at Davenport & Company LLC since 2007. He has also been associated with Evergreen Investments since 2002. Outside of his advisory roles, he is president of the Theodore H & Nancy Price Foundation and serves as an emeritus board member for St. Catherine's School. 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. 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.

Jay Demeter is a CFP® professional with over 43 years of industry experience, currently affiliated with Davenport & Company LLC since 2009. His previous roles include positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Davenport & Company serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research group to develop and monitor a range of investment strategies, including separately managed accounts and mutual funds.

Samuel Sweeney is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. He has three years of industry experience and has previously worked at 1st Source Corporation Investment Advisors, Inc. and Fulton Financial Corp. Outside of his advisory role, he manages Saturday Gameday, a social media page focused on college football, which includes limited merchandise sales. Davenport & Company LLC serves individual and institutional clients with asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s Investment Advisory division offers separately managed accounts, model delivery to third-party platforms, financial planning, and various advisory programs.

John Gansman is a financial advisor with Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Davenport & Company LLC since 2009 and previously spent time at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and advisory services, with investment strategies managed by dedicated portfolio teams and an Investment Policy Committee.

Jerrell Smith is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, financial planning, and investment banking. The firm uses a team-based approach to portfolio management and oversees multiple mutual funds and fixed-income strategies.

Janet Mercadante is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 credentials and 35 years of industry experience. Her prior experience includes roles at Truist Advisory Services, Bb&T Securities, and Wells Fargo Advisors. She serves as Chair of the Finance Committee for the United Jewish Federation of Tidewater, overseeing investments and budget allocations. Davenport & Company serves individual and institutional clients with asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers a range of advisory programs and manages multiple mutual funds and fixed-income strategies, operating as an employee-owned company with a history dating to 1863.

Jonathan Stratton 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 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, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and an Investment Policy Committee that oversee multiple types of managed accounts and mutual funds.

Kirsten Ehrich is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley, Wells Fargo Clearing, and Carilion Roanoke Memorial Hospital. Outside of her advisory work, she owns Carilion Wellness and is a yoga instructor. 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 combines an affiliated broker-dealer with a full advisory platform and manages a range of portfolios including mutual funds, separately managed accounts, and ETFs.

Katrina Goode is a financial advisor at Davenport & Company LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2012. Prior to her financial services career, she spent 19 years in the NASCAR industry. Outside of work, she serves on the finance committee of the Girl Scouts of Virginia Skyline Council. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services to individual and institutional clients. The firm offers separately managed accounts and mutual fund strategies, operating as an employee-owned company with a history dating to 1863.

Harrison Geho is a financial advisor at Davenport & Company LLC in Richmond, VA, with 32 years of industry experience. He has been with Davenport since 2000 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as president of the Wrights Island Game Association, a recreational property for hunting, camping, and fishing. Davenport serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, financial planning, and advisory services. The firm operates through dedicated portfolio manager teams and offers a range of investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Anne Mcveigh is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She serves as a member of the Board of Trustees at Westminster Canterbury Retirement Home. Davenport & Company LLC serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs and manages multiple mutual funds, employing dedicated portfolio teams and research to construct and monitor investment strategies.

Francis Johnstone is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds a Series 66 designation and has been with Davenport since 1998. Outside of his advisory role, he serves as Chairman and part owner of J Boats, Inc. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm manages a range of strategies through dedicated portfolio teams and is adviser to six mutual funds.

Holly Salmon is a financial advisor at Davenport & Company LLC with 22 years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2016. Her previous roles include positions at Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio management teams and a Manager Research team that oversees a variety of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.