Patrick Slack is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 designations with 25 years of industry experience. He has been with Davenport since 2014. Davenport & Company 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 asset management utilizes dedicated portfolio manager teams and a Manager Research team to oversee strategies across separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

Mark Dinora is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, and Capital One Financial. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Tracy Rosson is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with SunTrust advisory affiliates since 2010, including SunTrust Advisory Services since 2016. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Charles Munford is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials with 32 years of industry experience. He has worked at Davenport since 2009 and concurrently with Citigroup Global Markets since 2002. Davenport & Company 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, fixed income, public finance, and investment banking and advisory services, with specialized portfolio management teams and an employee-owned structure dating back to 1863.

Stephen Abbott is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 registrations with 11 years of industry experience. He has worked at Davenport & Company since 2018 and previously held roles at SunTrust Advisory Services and SunTrust Investment Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, public finance, and investment banking services. The firm provides separately managed accounts, financial planning, and advisory programs through dedicated portfolio management teams and also advises six mutual funds.

Kimberley Skowysz is a financial advisor at Davenport & Company LLC in Richmond, VA, with 21 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Davenport in 2017. Kimberley holds a Series 63 designation. Davenport & Company serves a range of individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division provides separately managed accounts, model delivery, financial planning, and other advisory programs through dedicated portfolio manager teams and a comprehensive research process.

Coleman Wray is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds a Series 66 designation and has worked at Davenport since 2023, with prior experience at the University of Virginia and St. Christopher's School. Davenport & Company 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, fixed income, public finance, and investment banking, with a structured investment advisory division managing separately managed accounts, model portfolios, and mutual funds.

Timothy Taylor is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Guggenheim Securities, LLC, and earlier at Davenport & Company. Outside of his advisory duties, he manages a rental duplex property in the Bellevue, VA area. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering a range of services including asset management, retail brokerage, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and an Investment Policy Committee, managing various separate accounts, mutual funds, and fixed-income strategies.

Kyle Laux is a financial advisor at Davenport & Company LLC in Richmond, VA, with 18 years of industry experience. He has been with Davenport since 2003 and holds a Series 66 designation. 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 manager teams and a range of advisory programs.

Richard Owen is a CFP® professional with over 42 years of experience in the financial industry. He has worked at Davenport & Company LLC since 2007 and previously at A. G. Edwards & Sons, Inc. since 1990. Outside of his advisory role, he serves as a member of the Town of Ashland OPEB Finance Board, where he reviews the performance of the pooled trust. Davenport & Company LLC 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, fixed income, public finance, and investment banking and advisory services.

Thomas Watson is a CFP® with four years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to joining Davenport in 2022, he held roles at BrownGreer PLC and Elder, Watkins, & Friedman, PC, and has experience in nonprofit fundraising as the treasurer for Massey Alliance, a group supporting cancer awareness and fundraising efforts. 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 organizes its asset management through dedicated portfolio manager teams and manages a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ray Olson Jr. is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Kestra Investment Services, Kestra Advisory, and Signator Investors since 2016 and previously at Transamerica Financial Advisors since 1998. Olson serves as president of Ray Olson, LLC and is a board member of the Eagle Court Homeowners Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Leavenworth Ferrell II 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 2015. Outside of his advisory role, he serves on the boards of Seven Hill School and the Capital Region Land Conservancy, where he holds the position of Vice Chair. 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, managing a variety of strategies through dedicated portfolio teams and a robust investment advisory platform.

Robert Giles is a financial advisor at Davenport & Company LLC with 55 years of industry experience. He holds a Series 63 designation and has been with Davenport since 1967. Outside of his advisory role, Giles serves on the advisory board and Finance Committee of Historic Port Royal Inc. 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 manages dedicated portfolio teams and multiple investment strategies, including separately managed accounts and mutual funds.

Joseph Bartholomew III is a financial advisor with Rockefeller Financial LLC in Richmond, VA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Truist Advisory Services and Truist Investment Services from 2021 to 2024, and BB&T Securities from 2014 to 2021. He serves as a board member of the Longwood University Foundation, a nonprofit supporting Longwood University’s endowment. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating uniquely as both an investment adviser and registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Robert Gragnani Jr is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 19 years of industry experience. He has been with Davenport & Company since 2006. 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 combination of portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Richard Blackwell is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services, SunTrust Bank, and BB&T Securities. Blackwell serves on the board of the Scott & Stringfellow Educational Foundation, a nonprofit focused on scholarship awards. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Alison Crowder is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 65 license and with six years of industry experience. She previously worked at Barrett Capital Management, LLC, and was self-employed for two years. Outside of her advisor role, she manages responsibilities related to a condominium property rental in Wintergreen, VA. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division provides separately managed accounts, model portfolios, financial planning, and other advisory programs.

Justin Corlett is a financial advisor at Davenport & Company LLC with four years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021. Prior to joining the firm, he was employed at The College of William & Mary and Christopher Newport University. Davenport & Company serves individual and institutional clients such as 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 asset management structured around dedicated portfolio manager teams and a Manager Research group overseeing various investment strategies.

Marion Kastenbaum is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2014. Outside of her advisory role, she is co-owner of Traveling Chic Boutique Richmond, a women’s retail clothing and accessories business, and serves on the board of Manakin Farms, Inc., her family’s real estate holding company. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment banking. The firm’s asset management strategies are developed and monitored by dedicated portfolio teams and an Investment Policy Committee, and it advises multiple mutual funds and manages both taxable and municipal fixed-income portfolios.