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Elizabeth B

Series 66

Richmond, VA

Davenport & Company LLC

Elizabeth Brown is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Altria-U.S. Smokeless Tobacco and NuMark, LLC. Davenport & Company 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 features dedicated portfolio teams and offers separately managed accounts, mutual funds, and municipal bond strategies, 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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Courtney O

Series 63, Series 66

Richmond, VA

Davenport & Company LLC

Courtney Orensky is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Davenport & Company since 1999. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to manage a range of 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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Kevin B

Series 66

Richmond, VA

Davenport & Company LLC

Kevin Boll III is an advisor at Davenport & Company LLC and holds a Series 66 designation. He has recently entered the financial industry, starting his career in 2025. Prior to joining Davenport, his work history includes roles at Costar Group and South Fork Lodge, as well as time as a student at Wake Forest University. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and investment banking services, with asset management organized around portfolio manager teams and a Manager Research team overseeing various investment strategies and products.

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

CFP®, Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Carl Ramsey is a CFP® with 22 years of industry experience and has been with Davenport & Company LLC since 2008. He is based in Richmond, VA, and holds Series 63 and Series 65 licenses. Davenport & Company 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, fixed income, public finance, and investment banking. The firm’s investment advisory division focuses on separately managed accounts, model delivery to third-party platforms, and financial planning, supported by dedicated portfolio manager 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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Amanda S

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Amanda St John is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Davenport & Company since 2006. Davenport & Company 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, fixed income, public finance, and investment banking. The firm’s investment advisory division provides separately managed accounts, model delivery, financial planning, and other advisory programs.

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

Series 66

Richmond, VA

Davenport & Company LLC

Amanda Meeker is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with one year of industry experience. She has been with Davenport since 2024 and has previous experience at Carney's. 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, investment banking, and advisory programs, with investment strategies managed by dedicated portfolio 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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Tyler C

Series 66, Series 63

Richmond, VA

Davenport & Company LLC

Tyler Clark is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 66 and Series 63 licenses with three years of industry experience. His prior experience includes six years at Envestnet MoneyGuide before joining Davenport. Davenport & Company LLC serves individual and institutional clients, providing a range of asset management, brokerage, fixed income, public finance, and advisory services. The firm’s investment approach involves dedicated portfolio teams and a research-driven process, managing 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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Kelsey B

Series 66

Richmond, VA

Davenport & Company LLC

Kelsey Bottoms is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with seven years of industry experience. She has worked at Davenport since 2017, with a brief period outside the firm, and has prior experience at Virginia Tech and Pocahontas State Park. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, fixed income, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversee a range of strategies including 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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Christopher P

CFA®, Series 66

Richmond, VA

Davenport & Company LLC

Christopher Pearson is a CFA® charterholder and holds the Series 66 designation, with 19 years of industry experience. He has been with Davenport & Company LLC since 2006. Pearson serves as a director of The Pearson Family Foundation, where he has a limited role in the decision-making process. Davenport & Company LLC serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and various managed account strategies, and it acts as adviser to six mutual funds while offering both fee-based and commission-based account options.

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

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Coleman Wortham III is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials with 56 years of industry experience. He has been with Davenport & Company since 1969. Wortham serves as a trustee of the Children's Hospital Foundation and is a director at Green Tops Sporting Goods, a hunting and sporting goods store. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, public finance, and advisory services. The firm structures its investment management through dedicated portfolio teams and supports multiple account types, including separately managed accounts and mutual funds.

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

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Dennis Tarrant is a financial advisor at Davenport & Company LLC with 40 years of industry experience. He has been with Davenport since 2006 and holds Series 63 and Series 65 designations. 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 advisory services. The firm’s asset management approach involves dedicated portfolio manager teams and an Investment Policy Committee, managing 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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Aniyah P

Series 66

Richmond, VA

Davenport & Company LLC

Aniyah Payne is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to her advisory career, she gained experience in various roles including positions at Kindercare and several restaurant-related businesses. Davenport & Company serves individual and institutional clients such as 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 through a platform that includes separately managed accounts, model portfolios, and mutual funds.

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

Series 66

Richmond, VA

Davenport & Company LLC

William Valentine is a Series 66 credentialed financial advisor with nine years of industry experience, currently practicing at Davenport & Company LLC in Richmond, VA. He has prior experience at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages various investment strategies through dedicated portfolio teams and oversees six Davenport mutual funds, combining affiliated broker-dealer capabilities with a full advisory platform.

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

Series 66

Richmond, VA

Davenport & Company LLC

Stacey Berkley is a financial advisor at Davenport & Company LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2017, following three years at The Bank of Southside Virginia. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm is employee-owned and manages multiple mutual funds alongside various separately managed account strategies.

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

Series 66

Richmond, VA

Davenport & Company LLC

Douglas Gebhardt is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 13 years of industry experience. He has been with Davenport since 2012. 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 asset management is structured around dedicated portfolio management teams and provides separately managed accounts, model portfolios, and advisory programs, in addition to managing multiple mutual funds and fixed-income strategies.

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

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

John Landry is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Davenport & Company LLC since 1987. 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, mutual funds, ETF portfolios, and unified managed accounts.

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

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Brian O’Neal is a financial advisor at Davenport & Company LLC with 22 years of industry experience. He has held positions at Davenport since 2022 and previously worked at SunTrust Advisory Services and SunTrust Investment Services from 2013 to 2022. He holds Series 63 and Series 65 licenses. Davenport 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 investment approach involves dedicated portfolio manager teams and an Investment Policy Committee that oversee 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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Timothy C

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Timothy Coggeshall is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Davenport & Company since 1999. Davenport & Company 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, fixed income, public finance, and investment banking and advisory services. The firm’s asset management features dedicated portfolio manager teams and diversified strategies across separately managed accounts, model portfolios, 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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James H

CFP®, Series 66

Richmond, VA

Davenport & Company LLC

James Harris is a CFP® with one year of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to his current role, he held various positions including a brief tenure at First Citizens Bank and experience at Danville Distributing Company, Inc. Davenport & Company LLC serves individual and institutional clients such as 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 services, with an investment advisory division that provides separately managed accounts, model delivery, financial planning, and other advisory programs.

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

Series 66

Richmond, VA

Davenport & Company LLC

Nicholas Guyer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. He previously worked at EY for four years and spent time at Virginia Tech University. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, and advisory services. The firm provides a range of investment strategies through dedicated portfolio teams and manages multiple mutual funds and fixed-income portfolios.

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