Sanford, NC Office

Brian Mathis is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 26 years before joining Davenport in 2024. 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 broad range of services including asset management, financial planning, and investment banking, with investment decisions supported by dedicated portfolio manager teams and multiple oversight committees.

Laurel Johnson is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Johnson serves as an advisory board member for the Ingram Family YMCA, participating in fundraising and community advocacy efforts. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and committees and advises six mutual funds while providing a range of advisory programs.

Heather Wicker is a financial advisor at Davenport & Company LLC with 18 years of industry experience. She holds a Series 66 designation and has been with Davenport & Company since 2006. Outside of her advisory role, she is a vice president and 50% owner of Central Moving & Storage Inc., a moving and storage business. 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 wide range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing dedicated portfolio management teams and a structured investment process.

Carter Mathis is a financial advisor at Davenport & Company LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Edward Jones. Outside of finance, Mathis was involved with Pole Vault Carolina from 2019 to 2021. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs including separately managed accounts and manages six mutual funds along with various fixed-income strategies.