Westhampton Capital

David Leland is a financial advisor at Westhampton Capital with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Westhampton Capital in 2007, he worked at Mutual Trust Life Insurance Co. since 1997. He may earn commissions from insurance companies for sales of certain non-variable insurance products. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations, providing discretionary portfolio management and retirement plan advisory services. The firm uses a structured, quantitative investment process combined with qualitative analysis under a growth-at-a-reasonable-price philosophy.

Paul Fulton is a financial advisor with Westhampton Capital in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Westhampton Capital since 2012. Outside of his advisory role, he may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations, providing discretionary portfolio management and retirement plan advisory services. The firm uses a structured quantitative and qualitative investment approach focused on growth at a reasonable price and offers ERISA fiduciary services including 3(21) consulting and 3(38) discretionary management.

Harry Shertzer is a financial advisor with Westhampton Capital in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Westhampton Capital since 2010. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering discretionary portfolio management and retirement plan advisory services. The firm uses a structured, quantitative process combined with qualitative analysis under a growth-at-a-reasonable-price philosophy to implement client-specific investment plans.

Brant Snavely III is a ChFC® credentialed financial advisor with 15 years of industry experience. He has been with Westhampton Capital, LLC since 2006, where he is part of a four-advisor team based in Winston Salem, NC. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations by providing discretionary portfolio management and retirement plan advisory services. The firm employs a structured, quantitative investment process combined with qualitative analysis and implements client-specific Investment Plans on a discretionary basis.