Phillip Danieley is a CFP® and Series 66-registered advisor with Davenport & Company LLC, bringing two years of industry experience. Prior to joining Davenport, he worked at Policygenius and held roles at Ponysaurus Brewing Company and Highland Brewing Company. 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 employs dedicated portfolio manager teams and an Investment Policy Committee to manage strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Brian Coghill is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Davenport since 2009 and has worked at Merrill Lynch Pierce Fenner & Smith, Inc. since 1996. Outside of his advisory role, he serves as treasurer for a local Rotary Club and assists part-time with clerical duties at a tax service. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management features dedicated portfolio teams and a Manager Research team that construct and monitor strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts, and it operates as an employee-owned company with a history dating to 1863.

Brian Winstead is a CFP® professional at Davenport & Company LLC with 28 years of industry experience. He has been with Davenport since 2009 and has a career background that includes Merrill Lynch dating back to 1997. 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, with asset management structured around portfolio manager teams and an Investment Policy Committee.

John Murray is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Davenport since 2009 and was previously with Citigroup Global Markets starting in 2006. Davenport & Company 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, and investment banking. The firm’s investment advisory division provides separately managed accounts, model delivery, financial planning, and other advisory programs.

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.

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.

John Gansman is a financial advisor at Davenport & Company LLC with 32 years of industry experience. He has worked at Davenport since 2009 and has been with Citigroup Global Markets since 2006. He holds Series 63 and Series 65 designations. Davenport & Company serves individual and institutional clients, including banks, pension 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 and advisory services.

Christopher Wojtek is a financial advisor at Davenport & Company LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2009. Prior to that, he worked at Citigroup Global Markets. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment advisory division provides separately managed accounts, model delivery to third-party platforms, financial planning, and other advisory programs.

Benjamin Vess is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation. He has one year of industry experience and previously worked at Bank of Botetourt and held various roles including at Radford University and Lowe's Companies, Inc. 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 asset management team focuses on separately managed accounts, mutual funds, ETFs, and unified managed accounts, and it is adviser to six proprietary mutual funds.

Cecelia Anderson is a financial advisor at Davenport & Company LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Davenport since 2009. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management is structured around dedicated portfolio teams and an Investment Policy Committee, managing separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Paulette Mitchell is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation with 23 years of industry experience. She has worked at Davenport since 2009 and has over 20 years of experience with Citigroup Global Markets. Davenport & Company 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 investment approach involves dedicated portfolio management teams and research groups that oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Jeffrey Chowning is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation with 24 years of industry experience. He has been with Davenport since 2009. Davenport serves individual and institutional clients, providing a range of services including asset management, brokerage, and investment banking. The firm organizes its asset management around portfolio manager teams and offers advisory programs across multiple investment strategies, including mutual funds and separately managed accounts.