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Jacqueline A
CFP®, Series 63, Series 65, Series 66
Staunton, VA
Davenport & Company LLc
Jacqueline Avery is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. She previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Outside of her advisory role, she holds volunteer finance leadership positions with Memorial Baptist Church, Glenmore Hunt, Inc., and the Glenmore Foundation, and serves on the board and investment committee of a local community foundation. Davenport & Company LLC is an employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of strategies managed by dedicated portfolio teams and supports clients with advisory, brokerage, and financial planning services.
Sarah F
Series 66
Staunton, VA
Davenport & Company LLc
Sarah Fowler is a financial advisor at Davenport & Company LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Davenport in 2021. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.
Elizabeth N
Series 63, Series 66
Staunton, VA
Davenport & Company LLc
Elizabeth Nye is a financial advisor at Davenport & Company LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various account types and investment strategies.
Alicia M
Series 66
Staunton, VA
Davenport & Company LLc
Alicia Mcanney is a financial advisor at Davenport & Company LLC based in Staunton, VA. She holds the Series 66 designation and has experience in the financial industry beginning in 2022, with prior roles at Truist Investment Services and Truist Bank. Before entering the financial sector, she worked at Dillard’s from 2015 to 2019. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management division includes portfolio manager teams and research groups that oversee a variety of investment strategies and mutual funds.
Henry S
Series 63, Series 65
Staunton, VA
Davenport & Company LLc
Henry Shipplett Jr. is a financial advisor at Davenport & Company LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Scott & Stringfellow, Inc., Bb&T Securities, and Truist Advisory Services. He serves as a trustee for the Staunton Augusta YMCA Endowment Fund, overseeing its investments. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm’s investment approach includes dedicated portfolio manager teams, a weekly Investment Policy Committee, and a range of strategies managed on both discretionary and non-discretionary bases.
Shreve R
Series 66
Staunton, VA
Davenport & Company LLc
Shreve Rohle is a Series 66-registered financial advisor with Davenport & Company LLC, based in Staunton, VA, and has 10 years of industry experience. He has been with Davenport & Company since 2015. Rohle serves as a board member of the HSC Gridiron Club, supporting the Hampden-Sydney Football program through recruiting and fundraising efforts. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.
Mary P
Series 66
Staunton, VA
Davenport & Company LLc
Mary Pritt is a financial advisor at Davenport & Company LLC in Staunton, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Davenport in 2024, she worked at Truist Advisory Services and Truist Investment Services, and she spent 14 years at Augusta County Public School. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and tailored strategies.
William S
CFP®, Series 66
Staunton, VA
Davenport & Company LLc
William Sowers III is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory work, he serves as Board President of The Field School, a private all-boys school, and as a finance committee member and board member of the Frontier Culture Museum Foundation. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm’s investment decisions are managed by dedicated portfolio teams supported by an Investment Policy Committee, providing a range of discretionary and tailored strategies across multiple asset classes.
Donald B
Series 66
Staunton, VA
Davenport & Company LLc
Donald Benner is a financial advisor at Davenport & Company LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of his advisory work, he is the president of Benfield Farms, Inc., a family-operated cattle and hay farm. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio teams and regular committee oversight.
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