Norfolk, VA Office

Sandra Sheehan is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and has worked at Davenport since 2022. Outside of her advisory role, she owns and operates The Ideal Nest, LLC, a small business focused on furniture refinishing and handmade home decor. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, public finance, and investment banking services. The firm manages a range of portfolios and mutual funds through dedicated teams and combines brokerage and advisory platforms as an employee-owned company with a history dating to 1863.

Julia Beck is a CFP® professional with 43 years of industry experience, currently affiliated with Davenport & Company LLC since 2009. She also has a tenure at Citigroup Global Markets spanning over 20 years. Beck serves as treasurer for The King's Daughters, a nonprofit focused on fundraising for the Children's Hospital of The King's Daughters, and holds the treasurer position for the Botetourt Park North Owners Association. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, financial planning, and investment advisory programs. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to construct and monitor diversified investment strategies across various account types.

Kimberley Mcmillan is a CFP® professional with 31 years of industry experience, currently serving at Davenport & Company LLC since 1998. She holds Series 63 and Series 65 licenses and is based in Norfolk, VA. Outside of her advisory role, Kimberley serves as Finance Chair on the Church Council of St. Michael Lutheran Church. Davenport & Company LLC provides asset management, brokerage, and advisory services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm offers a range of investment programs and manages multiple mutual funds, combining broker-dealer resources with a full advisory platform.

R. Thomas Edwards Jr. is a financial advisor at Davenport & Company LLC in Norfolk, VA, with 46 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for PaineWebber Incorporated and UBS Financial Services for 21 years. Edwards has been with Davenport since 2017. 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 mutual fund management.

Dimitrios Roumeliotis is a financial advisor at Davenport & Company LLC with six years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior positions include roles at Anchorage Global, LLC and Deutsche Bank Securities Inc. Outside of his advisory work, Roumeliotis is involved with the American Hellenic Educational Progressive Association, where he manages treasury functions for the local chapter. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm combines a full advisory platform with an affiliated broker-dealer, offering various investment programs and acting as adviser to multiple mutual funds.

Lewis Georges is a financial advisor at Davenport & Company LLC in Norfolk, VA, with 31 years of industry experience. He has been with Davenport for 28 years. Outside of his advisory role, he owns and teaches aerobics at a health club. 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 investment strategies managed by dedicated teams and an Investment Policy Committee.

Ryan Cobb is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2014. He holds a Series 66 license and is based in Norfolk, VA. 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 manages a range of strategies through dedicated portfolio teams and offers advisory programs such as separately managed accounts and unified managed accounts.