Steven Martin is a CFP® with 22 years of industry experience and has been with Davenport & Company LLC since 2017. Prior to joining Davenport, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Davenport & Company LLC serves individual and institutional clients, including banks, pension 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 involves dedicated portfolio manager teams and various advisory programs, and it manages multiple mutual funds and fixed-income strategies.

John Vetrovec is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Davenport & Company LLC since 2009. He holds the Series 66 designation and is based in Richmond, VA. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team, offering strategies across separately managed accounts, mutual funds, and unified managed accounts.

Dianne Ballard is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with eight years of industry experience. She has worked at Davenport & Company since 2017 and previously worked at Collegiate School from 2010 to 2017. 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 through a team-based approach and a variety of separately managed accounts and mutual funds.

Theresa Manning is a financial advisor at Davenport & Company LLC in Richmond, VA, with 24 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2013. Davenport serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, and investment advisory services. The firm manages a range of portfolios and mutual funds through dedicated teams and combines broker-dealer capabilities with a full advisory platform.

George Smith is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with Davenport & Company LLC since 1997 and currently serves at Davenport & Company LLC in Richmond, VA. 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 asset management is supported by dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that construct and monitor a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Edin Terzimehic is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Davenport since 2008 and previously at Wachovia Securities LLC. Terzimehic serves on the Board of Directors and Finance Committee for the Visual Arts Center of Richmond, a nonprofit focused on community engagement through arts programs. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking services to individual and institutional clients. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees diverse strategies across separately managed accounts, mutual funds, and ETFs.

Kristina Palangi is a financial advisor with Davenport & Company LLC, holding CFP® and ChFC® designations and a Series 66 license. She has 18 years of industry experience and previously worked with Truist Advisory Services, Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Outside of her advisory work, she serves on the Finance Committee and Strategic Planning Committee at Lakeside Park Country Club in Richmond, VA. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages investment strategies through dedicated portfolio teams and an Investment Policy Committee and advises several mutual funds and fixed-income products.

Herbert Hargroves Jr is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with eight years of industry experience. He has been with Davenport & Company since 2012. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, and investment banking services. The firm’s advisory division provides separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a Manager Research group.

Ramsay Ward is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation. He has been with Davenport since 2025 and has prior experience working in various roles outside of the financial industry, including positions at Next Level Valet Parking, Republic Finance, Target, and Maggiano's Little Italy. Davenport & Company serves individual and institutional clients with a range of asset management, brokerage, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Joseph Thompson is a CFP®-certified financial advisor at Davenport & Company LLC with 11 years of industry experience. He has been with Davenport since 2017 and previously worked at Verus Financial Partners. 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 services. The firm utilizes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team to manage a range of strategies, including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Michael Beall is a CFA® charterholder with 46 years of experience at Davenport & Company LLC in Richmond, VA, where he has worked since 1980. He serves as chairman of the board for Good Samaritan Ministries, a faith-based substance abuse rehabilitation program. Additionally, he holds trustee and finance committee chair positions at the American Numismatic Society and contributes to Coinweek.com’s content on ancient coins. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, public finance, and advisory services. The firm manages portfolios through dedicated teams, offers a range of investment products including mutual funds and ETFs, and combines advisory and broker-dealer platforms as an employee-owned company with a history dating back to 1863.

William Morris is a financial advisor at Davenport & Company LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at Patrick K. Moore, PC and Mobiledumps, LLC. He has also worked at Virginia Polytechnic Institute and State University and been associated with YogaDirect.Com. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services.

John Westfall is a CFP® credentialed financial advisor with Davenport & Company LLC in Richmond, VA, bringing two years of industry experience. His background includes multiple roles at the University of the South and Truist Foundations and Endowments Group. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, financial planning, and investment advisory programs. The firm’s asset management approach involves dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team, and it acts as adviser to six mutual funds while providing both advisory and brokerage services.

Irving Chapman IV is a CFA® charterholder with over 30 years of experience at Davenport & Company LLC, where he has worked since 1995. He is based in Richmond, VA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Trustees for the Medical College of Virginia Foundation, where he assists with policy formulation, fiduciary oversight, and endowment management. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, and investment banking. The firm organizes its asset management through dedicated portfolio teams and research, offering strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Holly Crockett is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and 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 through a dedicated team structure and a variety of managed account programs.

Andrew Hargroves is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 12 years of industry experience. He has been with Davenport & Company since 2011. 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 through a team-based approach and manages multiple mutual funds and separately managed account strategies.

Ryan Blankenship is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Davenport since 2014. Davenport 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 organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, overseeing various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Julie Apple is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She 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. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with an investment approach organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Timothy Reyes is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with six years of industry experience. He worked at Sterling Capital for ten years before joining Davenport in 2023. 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 employs dedicated portfolio manager teams and a Manager Research team to oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Lily Silva is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds Series 65 and Series 63 credentials and has previously worked at LPL Financial and Vaught, Spangler, and Associates Financial Services. Outside of finance, her background includes work in hospitality and education sectors. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and advisory services. The firm’s Investment Advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs.