Harrisonburg, VA Office

Raymond Gay Jr. is a CFP® professional with 20 years of industry experience, currently serving at Davenport & Company LLC since 2021. His prior roles include positions at Fiduciary Wealth Management, Private Advisor Group, LPL Financial, CapFinancial Securities, and Rogers Financial. He serves as a volunteer board member for New Creation VA, a nonprofit organization, providing oversight and assistance to the Executive Director. 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’s advisory division provides separately managed accounts, model delivery, and financial planning, supported by portfolio manager teams and research, and acts as adviser to multiple mutual funds and fixed-income strategies.

Cameron Shah is a financial advisor at Davenport & Company LLC in Harrisonburg, VA, with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and GE Healthcare. Outside of his advisory role, he manages a single-family rental property on a limited basis. Davenport & Company serves individual and institutional clients, providing asset management, financial planning, brokerage, and advisory services. The firm employs a team-based investment approach and offers a range of strategies through separately managed accounts, mutual funds, and ETFs.

Mindy Schwartz is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and has previously worked in education and nonprofit sectors, including roles at the Roberta Webb Childhood Education Center and Virginia Mennonite Missions. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, public finance, and advisory services. The firm provides a range of investment programs through dedicated portfolio teams and manages several mutual funds and fixed-income strategies.

Sean Philpott is a financial advisor at Davenport & Company LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015 before joining Davenport in 2023. Outside of advising, he co-owns a real estate holding company and manages a business related to NFTs that produce income. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, financial planning, and investment advisory programs. The firm manages diversified portfolios through dedicated teams and also acts as adviser to multiple mutual funds while providing broker-dealer and public finance services.