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Tom D
Series 65
Ridgeland, MS
Davenport Watts & Drake Investment Advisors, LLC
Tom Davenport is a Series 65-licensed financial advisor with Davenport Watts & Drake Investment Advisors, LLC, bringing 16 years of industry experience. He has been with Davenport & Watts Investment Advisors LLC since 2003. Outside of his advisory role, he holds a 35% non-voting interest in McInvale Heating & Air, Inc. and serves as president of Cougar Management, Inc., a consulting firm supporting Davenport Watts & Drake and Mississippi Valley Publishing Corp. Davenport Watts & Drake provides personalized financial planning and discretionary investment management to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and tax-aware long-term portfolio management primarily through no-load mutual funds and ETFs.
Henry D
PFS™, Series 65
Ridgeland, MS
Davenport Watts & Drake Investment Advisors, LLC
Henry Drake Jr. is a financial advisor at Davenport Watts & Drake Investment Advisors, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he has been a practicing CPA for over 35 years with a sole practice focused on public accounting. Davenport Watts & Drake provides personalized financial planning and discretionary investment management to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, tax-aware investing, and manages portfolios primarily using no-load mutual funds and exchange-traded funds.
Ellen H
Series 65
Ridgeland, MS
Davenport Watts & Drake Investment Advisors, LLC
Ellen Hazlewood is a financial advisor with Davenport Watts & Drake Investment Advisors, LLC, holding a Series 65 designation and affiliated with the firm since 2007. She is based in Ridgeland, MS, and has 19 years of experience in the financial services industry. Davenport Watts & Drake provides personalized financial planning and investment management services to individuals, small businesses, qualified retirement plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and long-term portfolio management using primarily no-load mutual funds and ETFs, with a focus on minimizing income taxes and expenses.
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