Seth Wagner is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds a Series 66 designation and has worked at Davenport since 2024. Outside of his advisory role, he is involved in breeding dogs as a personal interest. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs, supported by dedicated portfolio manager teams and a Manager Research group.

Shane Cason is a CFP® and holds a Series 66 license with 24 years of experience in the financial industry. He has worked at Davenport & Company LLC since 2017, following prior roles at Bank of America and Merrill. 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, public finance, and investment banking, with a portfolio management approach supported by dedicated teams and an Investment Policy Committee.

Thomas Mcdonald is a Series 66 licensed advisor with Davenport & Company LLC, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he teaches tennis lessons at the Roanoke Country Club. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory approach includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research.

Anne Cole is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. She has been with Davenport & Company since 2019 and previously worked for Meijer from 2011 to 2019. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, public finance, and investment advisory services. The firm’s investment approach involves dedicated portfolio manager teams and multiple managed account solutions, as well as serving as adviser to six mutual funds.

Virginia Pitt is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and 23 years of industry experience. She has been with Davenport since 2000. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management is organized around portfolio manager teams and includes managing separate accounts, mutual funds, ETFs, and unified managed accounts.

Philip Paulette is a financial advisor at Davenport & Company LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Davenport since 2016. Prior to that, he held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 specialized portfolio management teams and a range of advisory programs.

Alicia Mcanney is a financial advisor at Davenport & Company LLC, holding a Series 66 designation. She began her career in 2019 and has held positions at Truist BANK and Truist Investment Services before joining Davenport. Davenport & Company serves individual and institutional clients, including banks, pension plans, and nonprofits, providing asset management, brokerage, fixed income, and advisory services. The firm’s investment approach includes separately managed accounts, model portfolios, and mutual fund management, supported by dedicated portfolio teams and research.

Hunter Gottwald is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has been with Davenport & Company LLC in Richmond, VA since 2013. Outside of his advisory role, he serves on the Board of Directors for First Tee of Greater Richmond, a nonprofit organization. Davenport & Company LLC serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is supported by dedicated portfolio manager teams and an Investment Policy Committee, offering a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ashley D' Alessandro 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. Davenport & Company serves individual and institutional clients, including banks, pension 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 specialized teams managing mutual funds, separately managed accounts, and unified managed accounts.

Stewart Roddey is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Davenport since 2002. 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’s asset management is organized around portfolio manager teams and research groups that oversee a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Michael Flynn Jr. is a financial advisor at Davenport & Company LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Davenport since 2022. Prior to this, he was employed at Thompson Davis & Co., Inc. and Epitome Networks. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and diverse strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Kyle King is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds a Series 66 registration and previously worked at Edward Jones and Appalachian Cast Products. Outside of his advisory role, King operates KGK Consulting, a sales consulting business. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm organizes its asset management through dedicated portfolio manager teams and offers a range of advisory programs and mutual funds.

Mark Reams is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 15 years of industry experience. He has been with Davenport & Company since 2011. 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 teams and a variety of separately managed accounts, mutual funds, and model portfolios.

Byron Harrell is a CFP® with 25 years of industry experience, currently serving at Davenport & Company LLC since 2009. His prior roles include positions at Citigroup Global Markets, Legg Mason Wood Walker, and UBS Financial Services. He is also a board member of Ohef Shalom Synagogue. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, retail brokerage, and investment banking. The firm’s investment approach involves dedicated portfolio teams and comprehensive advisory programs, managing mutual funds and fixed-income strategies within a structure that combines brokerage and advisory services.

John Strother is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He has been with Davenport & Company since 2001 and holds Series 63 and Series 66 designations. Outside of finance, he provides drums and percussion instruction on a part-time basis. Davenport & Company serves individual and institutional clients, offering asset management, 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 various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Venkat Miriyala is a financial advisor at Davenport & Company LLC with two years of industry experience and holds the Series 66 designation. Prior to joining Davenport, he worked at Christopher Newport University for four years. Outside of his advisory role, he spends some time cooking and providing Indian food packed lunches. Davenport & Company serves individual and institutional clients, including banks, pension 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 an asset management approach built around dedicated portfolio manager teams and a comprehensive advisory platform.

Jacob Clark is a Series 66-registered financial advisor with Davenport & Company LLC, based in Williamsburg, VA. He has six years of industry experience, all with Davenport since 2020, following four years at Virginia Tech. Clark serves as an advisory board member of the RF Wilkinson Family YMCA, where he participates in monthly meetings and volunteers at events. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and advisory services, managing portfolios through dedicated teams and multiple investment strategies, including mutual funds and separately managed accounts.

James Lipscomb Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 63 designation with 52 years of industry experience. He has been with Davenport in its various forms since 1973. 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 advisory services. The firm’s asset management is structured around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, offering a range of strategies through separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Elena Stanton Herrera is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and three years of industry experience. She has worked at Davenport since 2022 and previously spent seven years at Wells Fargo. Davenport 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, and investment banking, supported by dedicated portfolio manager teams and a Manager Research group.

Henry Shipplett Jr. is a financial advisor at Davenport & Company LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Truist Advisory Services and Scott & Stringfellow, Inc. He serves as a trustee for the Staunton Augusta YMCA Endowment Fund. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm manages a range of investment strategies through dedicated teams and provides advisory programs including separately managed accounts and mutual funds.