Advisors at this firm
George A
Series 63, Series 65
Williamsburg, VA
Davenport & Company LLC
George Askew is a financial advisor at Davenport & Company LLC in Williamsburg, VA, with 44 years of industry experience. He has been with Davenport & Company since 1990 and holds Series 63 and Series 65 designations. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing multiple investment strategies managed by dedicated portfolio teams.
Raymond G
CFP®, Series 63, Series 65
Harrisonburg, VA
Davenport & Company LLC
Raymond Gay Jr. is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor 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 also serves as a board member for New Creation VA, a nonprofit organization. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a range of services including asset management, retail brokerage, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.
Elizabeth B
Series 66
Richmond, VA
Davenport & Company LLC
Elizabeth Brown is a financial advisor at Davenport & Company LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Altria in various roles from 2018 to 2022, as well as at NuMark, LLC from 2015 to 2018. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through multiple investment strategies and regularly reviewed by specialized teams and committees.
Courtney O
Series 63, Series 66
Richmond, VA
Davenport & Company LLC
Courtney Orensky is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Davenport & Company since 1999 and its related entity Ia Davenport & Company LLC since 2000. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through multiple investment strategies and specialized management teams.
William B
Series 63, Series 65
Lynchburg, VA
Davenport & Company LLC
William Barksdale IV is a financial advisor at Davenport & Company LLC in Lynchburg, VA, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Davenport & Company LLC since 1997. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various strategies managed by dedicated portfolio teams and committees.
Carl R
CFP®, Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Carl Ramsey is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with Davenport & Company LLC since 2008. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and nonprofit organizations. The firm offers a broad range of services such as asset management, financial planning, and public finance, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.
Amanda S
Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Amanda St John is a financial advisor with Davenport & Company LLC in Richmond, VA. She holds Series 63 and Series 65 licenses and has 20 years of industry experience, all with Davenport since 2006. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various account types and strategies managed by specialized teams and committees.
Amanda M
Series 66
Richmond, VA
Davenport & Company LLC
Amanda Meeker is a financial advisor at Davenport & Company LLC in Richmond, VA. She holds a Series 66 designation and has been with Davenport since 2024. Prior to joining the firm, her experience includes positions as a student and a role at Carney's. 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, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.
Tyler C
Series 63, Series 66
Richmond, VA
Davenport & Company LLC
Tyler Clark is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Davenport in 2022, he worked at Envestnet MoneyGuide for six years. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio manager teams and specialized committees.
Harry B
Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Harry Beadell is a financial advisor at Davenport & Company LLC with 52 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 1991. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.
Kelsey B
Series 66
Richmond, VA
Davenport & Company LLC
Kelsey Bottoms is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with seven years of industry experience. She has been with Davenport & Company since 2017, with a brief period outside the firm in 2018. Prior to her advisory role, she was employed at Pocahontas State Park and attended Virginia Tech. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various strategies managed by dedicated portfolio teams and committees.
Christopher P
CFA®, Series 66
Richmond, VA
Davenport & Company LLC
Christopher Pearson is a CFA® charterholder with 19 years of industry experience. He has been with Davenport & Company LLC in Richmond, VA since 2006. He serves as a director of The Pearson Family Foundation, where he has a limited role in investment decision-making. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing dedicated portfolio teams and multiple investment strategies tailored to client objectives.
Coleman W
Series 63, Series 65
Richmond, VA
Davenport & Company LLC
Coleman Wortham III is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been with Davenport & Company since 1969. Wortham serves as a trustee of the Children’s Hospital Foundation and is a director of Green Tops Sporting Goods, a hunting and sporting goods store. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through multiple strategies and tailored client solutions.
Bradley W
Series 63, Series 65
Farmville, VA
Davenport & Company LLC
Bradley Watson is a financial advisor with Davenport & Company LLC in Farmville, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Davenport & Company since 1993. Outside of his advisory role, he serves as chairperson for the Prince Edward County Industrial Development Authority and is a board member and investor in a local radio station. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment strategies managed by dedicated portfolio teams and supported by multiple specialized committees.
Steven F
Series 63, Series 65
Virginia Beach, VA
Davenport & Company LLC
Steven Freeman is a financial advisor at Davenport & Company LLC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Scott & Stringfellow, Inc. and Bb&T Securities, LLC. Freeman serves as treasurer for the Surf Beach Club and is a board member of the Judeo Christian Outreach Center. Davenport & Company LLC is an employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by portfolio manager teams supported by an Investment Policy Committee.