Lynchburg, VA Office

William Barksdale IV is a financial advisor with Davenport & Company LLC based in Lynchburg, VA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Davenport & Company LLC since 1997. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams and a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Stewart Sigler is a financial advisor with Davenport & Company LLC in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has worked at Davenport since 2016 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Davenport serves individual and institutional clients, providing asset management, brokerage, public finance, and investment banking services. The firm’s asset management includes dedicated portfolio manager teams and offers a variety of strategies through separately managed accounts, mutual funds, and ETF portfolios.

Samuel Waddell Jr. is a financial advisor at Davenport & Company LLC with 37 years of industry experience. He has been with Davenport & Company since 1998. Outside of his advisory role, he is a co-owner of Hill City Coffee LLC, where he is involved in roasting, packaging, marketing, and sourcing coffee beans. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversee strategies across separate accounts, mutual funds, and ETFs.

William Capshaw II is a financial advisor at Davenport & Company LLC in Lynchburg, VA, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Davenport since 2009. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment advisory services. The firm’s asset management strategies are built around dedicated portfolio teams and research, offering a variety of managed accounts and mutual funds.

Anne Mcveigh is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She serves as a member of the Board of Trustees at Westminster Canterbury Retirement Home. Davenport & Company LLC serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs and manages multiple mutual funds, employing dedicated portfolio teams and research to construct and monitor investment strategies.

Holly Salmon is a financial advisor at Davenport & Company LLC with 21 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. She is based in Lynchburg, VA. 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 a focus on separately managed accounts and a range of mutual fund and ETF strategies.

Philip Paulette is a financial advisor at Davenport & Company LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Davenport since 2016. Prior to that, he held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 specialized portfolio management teams and a range of advisory programs.

Dennis Bradshaw is a financial advisor at Davenport & Company LLC in Lynchburg, VA, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with Davenport & Company since 2002. 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, investment banking, and advisory services, with a focus on portfolio manager teams and a research-driven investment approach.

Jason Alford is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Davenport & Company LLC since 2016. Before joining Davenport, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2016. Outside of his advisory work, Alford owns Count Your Blessings Farm, a beef cattle farm, and serves as a board member for Harmony Day Support. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, public finance, and investment advisory services. The firm manages a range of strategies through dedicated portfolio teams and offers both fee-based and commission-based accounts alongside its oversight of multiple mutual funds.

David Heppner is a financial advisor with Davenport & Company LLC in Lynchburg, VA, holding Series 63 and Series 65 designations and 41 years of industry experience. He has been with Davenport & Company LLC since 1995. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm provides separately managed accounts, financial planning, and manages multiple mutual funds and fixed-income strategies through a team-based investment approach.

Abram Halterman is a financial advisor at Davenport & Company LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021, following a 12-year tenure at Edward Jones. Outside of his advisory role, he is an owner and member of Meridian Farms LLC, a cattle farm in Grottoes, Virginia. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment advisory division provides separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a Manager Research group.

Jesse Ford is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Davenport since 2023. His prior experience includes roles at CRC Financial, Newbridge Securities Corporation, and Markel. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model portfolios, and mutual funds, with a structured investment process involving portfolio manager teams and an Investment Policy Committee.