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Tammy K

Series 66

Richmond, VA

Davenport & Company LLC

Tammy Kane is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation. She joined Davenport in 2024 and has prior experience at Navy Federal Credit Union, KForce at Washington Gas, and Capital One. 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 services. The firm’s advisory platform features dedicated portfolio manager teams and offers customized investment strategies through separately managed accounts, mutual funds, and unified managed accounts.

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

CFP®, Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Mary Davis is a CFP® professional with 35 years of experience at Davenport & Company LLC in Richmond, VA, where she has worked since 1986. She holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients including banks, pension plans, trusts, and nonprofits, offering asset management, financial planning, retail brokerage, and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research group to 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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Audrey M

CFP®, Series 63, Series 66

Richmond, VA

Davenport & Company LLC

Audrey Mccray is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2017. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Davenport & Company LLC serves individual and institutional clients, offering a range of services including 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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James C

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

James Crawley is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Davenport & Company since 1989. Outside of his advisory work, he serves as Vice President and Secretary of the Walter J. Payne Foundation, a 501(c) charitable organization in Virginia, where he provides all investment advice. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations by offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management is structured around portfolio manager teams and research groups, managing a range of strategies and mutual funds while combining brokerage and advisory platforms.

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

CFP®, Series 63

Richmond, VA

Davenport & Company LLC

David Powers is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Davenport & Company LLC and has previously worked at Truist Advisory Services, Truist Investment Services, INC., BB&T Securities, and Armstrong, Fleming & Moore Inc. Powers serves on the Board of Directors for the Maggie L. Walker Governor's School for Government & International Studies Foundation. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services to individual and institutional clients. The firm employs dedicated portfolio manager teams and research groups to manage 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

CFA®, Series 66

Richmond, VA

Davenport & Company LLC

Kevin Bennett is a CFA® charterholder and holds a Series 66 license. He has 18 years of industry experience and has been with Davenport & Company LLC for 10 years. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering 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 a Manager Research team that oversee 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 H

Series 63, Series 66

Richmond, VA

Davenport & Company LLC

Kevin Hopkins is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Davenport since 2019, following a three-year tenure at Wells Fargo. Davenport serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management offerings include separately managed accounts, model portfolios, and mutual funds managed by dedicated portfolio teams and supported by research and oversight committees.

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

Series 66

Richmond, VA

Davenport & Company LLC

Lianne Recchia is a financial advisor at Davenport & Company LLC in Richmond, VA, with nine years of industry experience. She holds a Series 66 designation and has been with Davenport since 2016. Recchia serves on the finance committee of Girls on the Run Greater Richmond. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and provides a range of strategies including 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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Courtney R

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Courtney Rogers is a financial advisor at Davenport & Company LLC with 33 years of industry experience. She has been with Davenport since 1998. Outside of her advisory role, she serves as secretary and treasurer for both the Lonesome Three Hunt Club and the University of Alabama Alumni Richmond Chapter. Davenport serves individual and institutional clients by 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 teams and offers a variety of managed account solutions, mutual funds, and municipal bond strategies.

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

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

James Branch Jr. is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Davenport & Company LLC since 1989. Outside of his advisory role, he serves as a board member of the Cabell Foundation and ChildSavers, a mental health foundation for children, and is the managing partner of a family investment company. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing 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 is structured around dedicated portfolio manager teams, with offerings including separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

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

CFP®, Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Elizabeth Pollard is a financial advisor at Davenport & Company LLC with 27 years of industry experience. She holds the CFP® designation along with Series 63 and 65 licenses and has been with Davenport since 2006. Outside of her advisory role, she serves as an agility judge for the American Kennel Club and is president of the Central Virginia Agility Club, where she leads the board and organizes agility competitions. Davenport & Company 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 investment approach involves dedicated portfolio teams and comprehensive oversight through its Investment Policy Committee and Manager Research team, offering multiple advisory programs and managing six affiliated mutual funds.

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

Series 66

Richmond, VA

Davenport & Company LLC

William Sharp is a financial advisor at Davenport & Company LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021. His prior experience includes roles at Truist Investment Services and Clearview Correspondent Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and an Investment Policy Committee that oversees strategies across 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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Julian H

CFA®, Series 66, Series 63

Richmond, VA

Davenport & Company LLC

Julian Hillery III is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2014. He holds the Series 66 and Series 63 licenses and is based in Richmond, VA. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services to a range of clients including individuals, institutions, nonprofits, and corporations. The firm’s investment approach involves dedicated portfolio manager teams and a Manager Research team, offering 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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Sharon J

Series 63, Series 66

Richmond, VA

Davenport & Company LLC

Sharon Jett is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She has been with Davenport since 1999. Outside of her advisory role, she is a consultant for a skin care and aromatherapy business in Colorado. Davenport 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 an Investment Policy Committee that oversee various 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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Christopher B

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Christopher Blair is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been associated with Bi Investments, LLC and Middleburg Bank since 2005. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, nonprofits, and corporations, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management strategies utilize dedicated portfolio teams and a Manager Research group, and it manages multiple mutual funds and various fixed-income portfolios.

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

Series 66

Richmond, VA

Davenport & Company LLC

Emily La Vay is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Sotheby's and Christie's before joining Davenport. 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, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a platform that includes separately managed accounts, mutual funds, and ETF model portfolios.

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

Series 63

Richmond, VA

Davenport & Company LLC

Henry Valentine III is a financial advisor at Davenport & Company LLC in Richmond, VA, with 43 years of industry experience. He has been with Davenport & Company since 1981. Valentine serves on the boards of several nonprofit organizations, including the Children's Hospital Foundation and Aylett Country Day School. Davenport & Company provides asset management, retail brokerage, and investment advisory services to individual and institutional clients such as banks, pension plans, trusts, and nonprofits. The firm’s investment approach includes dedicated portfolio teams and a Manager Research group that oversees 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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Julia S

Series 66

Richmond, VA

Davenport & Company LLC

Julia Shaffer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Davenport in 2023, she worked at Wiss and Company and held various roles outside the financial sector, including positions at Rivermill Bar and Grill and West End Market. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around portfolio manager teams and research groups that develop 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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Frederick F

CFP®, ChFC®, Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Frederick Fram is a CFP® and ChFC® with 38 years of industry experience, currently serving at Davenport & Company LLC since 2021. His prior roles include positions at Cetera Advisor Networks LLC, VSR Advisory Services, VSR Financial Services Inc, Cetera, and Summit Brokerage Services. He also serves as a FINRA hearing panelist, participating in regulatory hearings involving broker-dealers and registered representatives. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around dedicated portfolio management and research teams, providing 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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Edward B

Series 63, Series 65

Richmond, VA

Davenport & Company LLC

Edward Brown Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials with 48 years of industry experience. He has been with Davenport & Company since 1982. Outside of his advisory role, he is a partial owner and board member of CONSUTECH LLC, a manufacturing business. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and investment banking services. The firm’s asset management includes dedicated portfolio teams and various strategies across 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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