Chad Harris is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has worked at Davenport & Company in two separate periods totaling nine years, along with roles at HMHC LLC and Capital One. 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 services, with an advisory platform that includes separately managed accounts, financial planning, and mutual fund management.

Julie Preston is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63, 65, and 66 designations with 20 years of industry experience. She has been with Davenport & Company since 2008. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment advisory division offers separately managed accounts, financial planning, and model delivery through dedicated portfolio manager teams and a Manager Research team.

James Moore Jr. is a financial advisor at Davenport & Company LLC with 34 years of industry experience. He has been with Davenport & Company LLC since 1998 and also has a long tenure with Davenport & Company of Virginia, Inc. beginning in 1985. He holds Series 63 and Series 66 licenses. 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 portfolio management structure that supports various managed account and mutual fund strategies.

Thomas Branch is a CFP® with eight years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to joining Davenport in 2018, he worked at CoStar Group and Specialty Coating and Laminating. He is involved with The Cabell Foundation as a director and investment committee member, and serves on the board of ChildSavers. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, financial planning, and investment banking services. The firm combines portfolio manager teams with research and advisory capabilities, managing multiple mutual funds and fixed-income strategies within an employee-owned structure.

Jon Mcelhaney is a CFA® charterholder and holds a Series 66 license with 27 years of industry experience. He has worked at Davenport & Company LLC since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management includes separately managed accounts, mutual funds, ETF models, and unified managed accounts, supported by dedicated portfolio teams and research groups.

James Sanderson 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 & 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 and advisory services. The firm’s asset management is structured around specialized portfolio teams and offers a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Richard Jones IV is a financial advisor at Davenport & Company LLC with 42 years of industry experience. He has been with Davenport since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for the R Walter Jones Trust. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment approach includes dedicated portfolio manager teams and research groups that manage strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Thomas Ferguson is a financial advisor at Davenport & Company LLC with 23 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Davenport since 2019, following five years at Caprin Asset Management. Ferguson serves as a board member for Henrico CASA, participating in board and committee meetings. Davenport & Company LLC provides services to individual and institutional clients, including banks, pension plans, and nonprofits. The firm offers asset management, brokerage, financial planning, and advisory programs, utilizing a team-based approach for portfolio management and overseeing a range of mutual funds and fixed-income strategies.

Sarah Grammer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Davenport, she worked at the Virginia Department of Health and in the food service industry. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. 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.

Kimberly Blanchard is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 32 years of industry experience. She has been with Davenport & Company since 1998. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, public finance, and advisory services. The firm’s asset management includes dedicated portfolio teams and offers a range of separately managed accounts, mutual funds, and fixed-income strategies.

Ryan Poland is a CFP®-certified financial advisor at Davenport & Company LLC with 10 years of industry experience. He has been with Davenport since 2015. 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 dedicated portfolio management teams and a range of advisory programs.

James Lersch is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank for nine years. 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 approach includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio manager teams and research professionals.

Armistead Young IV is a financial advisor at Davenport & Company LLC in Richmond, VA, with 32 years of industry experience. He has been with Davenport since 2006 and holds Series 63 and Series 65 licenses. Young serves on the investment committee of FeedMore, a charitable organization. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking services to individual and institutional clients. The firm offers separately managed accounts, financial planning, and advisory programs, and manages several mutual funds and fixed-income strategies through dedicated portfolio teams and research groups.

Van Dyke Jones II is a financial advisor at Davenport & Company LLC in Richmond, VA, with 26 years of industry experience. He has been with Davenport since 2006 and holds Series 63 and Series 66 designations. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing a range of services such as asset management, retail brokerage, public finance, and investment banking. The firm’s asset management approach involves dedicated portfolio manager teams and a Manager Research team, offering various advisory programs and managing multiple mutual funds and fixed-income strategies.

Thomas Valenza is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at Ropewalk and was involved with Iron Horse Restaurant, Randolph-Macon College, and Glenelg High School. 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 advisory platform includes separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a robust Manager Research group.

Harrison Geho is a financial advisor at Davenport & Company LLC with a Series 66 designation and one year of industry experience. Prior to joining Davenport, he worked at Oracle Denver for seven years and at Elon University for four years. Davenport 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 organizes its asset management through dedicated portfolio manager teams and oversees multiple investment strategies, including separately managed accounts and mutual funds.

Lindsay Nolde is a Series 66 credentialed financial advisor at Davenport & Company LLC with 21 years of industry experience. She worked at SunTrust Investment Services, Inc. for 22 years before joining Davenport. 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 dedicated team approach and multiple investment strategies including separately managed accounts and mutual funds.

Cynthia Call is a Series 66-licensed financial advisor with Davenport & Company LLC in Richmond, VA, where she has worked since 2015. She has seven years of industry experience. Outside of her advisory role, Cynthia serves as treasurer and secretary for The Derby Homeowners Association, handling financial responsibilities and meeting documentation. Davenport & Company LLC serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model portfolios, and advisory programs, supported by dedicated portfolio teams and an Investment Policy Committee.

Richard Dolan III is a financial advisor at Davenport & Company LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 1993. Outside of his advisory role, he is a minority owner of Beaver LLC, a facility in Richmond, VA. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversees multiple strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Colin May is a CFP® professional at Davenport & Company LLC with eight years of industry experience. He has been with Davenport since 2018 and previously worked at T. Rowe Price. Prior to his financial career, he was involved with Reel Inn Restaurant and Dock Bar and worked at Lynchburg College. Davenport & Company LLC serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs.