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Reynolds L
Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
Reynolds Lynch III is a financial advisor at Davenport & Company LLC with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Davenport since 2015. His prior experience includes long tenures at Scott & Stringfellow, Inc. dating back to 1992. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm organizes its asset management through portfolio manager teams, an Investment Policy Committee, and a Manager Research team, offering a variety of separately managed accounts, mutual funds, and model portfolios.
Charles S
ChFC®, Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
Charles Sellers is a financial advisor at Davenport & Company LLC with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Sellers has been with Davenport since 2003. 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 manages a range of investment strategies through dedicated portfolio teams and offers separately managed accounts, mutual funds, ETF models, and unified managed accounts.
Lavonia W
Series 66
Roanoke, VA
Davenport & Company LLC
Lavonia Welfare is a Series 66 licensed advisor at Davenport & Company LLC in Roanoke, VA, with 21 years of industry experience. She has been with Davenport since 2007 and previously worked at UBS Financial Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment advisory services. The firm employs portfolio manager teams and an Investment Policy Committee to manage separately managed accounts, mutual funds, and other investment strategies.
Ethan S
Series 65, Series 63
Roanoke, VA
Davenport & Company LLC
Ethan Stevenson is a financial advisor with Davenport & Company LLC in Roanoke, VA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Davenport, he worked at First Citizens Bank and First Citizens Investor Services and has experience with Self Help Credit Union and Roanoke College. Davenport & Company 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 is organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, offering a range of strategies through separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Grayson P
Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
Grayson Prillaman is a financial advisor at Davenport & Company LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2007, following a tenure at UBS Financial Services beginning in 2000. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee, managing a range of strategies through separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Lindsay S
Series 66
Roanoke, VA
Davenport & Company LLC
Lindsay St. Peter is a financial advisor at Davenport & Company LLC in Roanoke, VA, with eight years of industry experience. She holds a Series 66 designation and previously worked at HomeTown Bank from 2014 to 2018. Outside of her advisory role, she serves on the finance committee of Lighthouse Bible Church and is a board member and committee participant for Family Service of Roanoke Valley. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages its asset management through dedicated portfolio teams and an Investment Policy Committee, and it acts as adviser to multiple mutual funds while providing both fee- and commission-based account options.
Kirsten E
Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
Kirsten Ehrich is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley, Wells Fargo Clearing, and Carilion Roanoke Memorial Hospital. Outside of her advisory work, she owns Carilion Wellness and is a yoga instructor. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm combines an affiliated broker-dealer with a full advisory platform and manages a range of portfolios including mutual funds, separately managed accounts, and ETFs.
Katrina G
Series 66
Roanoke, VA
Davenport & Company LLC
Katrina Goode is a financial advisor at Davenport & Company LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2012. Prior to her financial services career, she spent 19 years in the NASCAR industry. Outside of work, she serves on the finance committee of the Girl Scouts of Virginia Skyline Council. 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 offers separately managed accounts and mutual fund strategies, operating as an employee-owned company with a history dating to 1863.
Thomas M
Series 66
Roanoke, VA
Davenport & Company LLC
Thomas Mcdonald is a Series 66 licensed advisor with Davenport & Company LLC, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he teaches tennis lessons at the Roanoke Country Club. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory approach includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research.
John S
Series 63, Series 66
Roanoke, VA
Davenport & Company LLC
John Strother is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He has been with Davenport & Company since 2001 and holds Series 63 and Series 66 designations. Outside of finance, he provides drums and percussion instruction on a part-time basis. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Elena S
Series 66
Roanoke, VA
Davenport & Company LLC
Elena Stanton Herrera is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and three years of industry experience. She has worked at Davenport since 2022 and previously spent seven years at Wells Fargo. Davenport serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, and investment banking, supported by dedicated portfolio manager teams and a Manager Research group.
Megan W
Series 66
Roanoke, VA
Davenport & Company LLC
Megan Worley is a financial advisor at Davenport & Company LLC with one year of industry experience. She holds the Series 66 designation and previously worked at Gentry Locke Attorneys and American Electric Power. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model delivery, and financial planning through dedicated portfolio manager teams and an Investment Policy Committee.
Victoria L
Series 66
Roanoke, VA
Davenport & Company LLC
Victoria Lythgoe is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, First Citizens Bank, and Roanoke College. Outside of her advisory role, she manages a blog as an LTK Creator where she promotes various products. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and investment advisory services. The firm employs dedicated portfolio teams and manages several mutual funds, providing a range of investment strategies and advisory programs.
William D
Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
William Davis is a financial advisor with Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked at Davenport since 2020 and previously spent 11 years with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he manages a beach house rental on Bald Head Island, NC. 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.
Peter M
Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
Peter Milward is a financial advisor with Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Davenport & Company since 2007 and has been with UBS Financial Services since 2000. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, investment banking, and advisory services. The firm organizes its asset management around dedicated portfolio teams and provides various investment strategies, including separately managed accounts, mutual funds, and municipal bond strategies.
Harry H
Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
Harry Hamilton III is a financial advisor at Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Davenport & Company since 1996. Davenport 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 investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that manage strategies across various account types and mutual funds.
Robin K
Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
Robin Kahl is a financial advisor with Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Davenport & Company LLC since 1995. Outside of his advisory role, he serves on the Finance Committee at Rainbow Forest Baptist Church, where he reviews church finances. 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 employs dedicated portfolio manager teams and a Manager Research team to construct and monitor investment strategies across various platforms, including separately managed accounts, mutual funds, and ETFs.
Olivia K
Series 66
Roanoke, VA
Davenport & Company LLC
Olivia Kennedy is a financial advisor at Davenport & Company LLC in Roanoke, VA, holding a Series 66 designation with six years of industry experience. She began her financial services career at Wells Fargo Clearing and previously worked in education for sixteen years at Washington County Virginia Public Schools. 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 Investment Advisory division provides separately managed accounts, financial planning, and other advisory programs, supported by portfolio manager teams and a dedicated Manager Research team.
Robert B
CFP®, Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
Robert Brailsford is a CFP®-designated financial advisor with Davenport & Company LLC in Roanoke, VA, bringing 40 years of industry experience. He has been with Davenport & Company LLC since 1996. Outside of his advisory role, Brailsford serves as Treasurer for St. John's Episcopal Church and is a member of the Finance Committee for The Society of the Cincinnati of South Carolina. Davenport & Company provides asset management, brokerage, investment banking, and advisory services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm employs dedicated portfolio manager teams and research resources to manage separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Eric E
Series 66
Roanoke, VA
Davenport & Company LLC
Eric Eversole is a financial advisor at Davenport & Company LLC in Roanoke, VA, with 10 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill for six years. Eversole serves as a board member for the Shenandoah Club, Roanoke Valley Booster Club, and St. John's Episcopal Church Community Youth Program. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment advisory services. The firm manages portfolios through dedicated teams and provides separately managed accounts, model portfolios, and mutual fund advisory services.
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