Investdavenport.com
Davenport Health Center Davenport & Co.
Webin partnership with CareTeam Health. Open: April 30, 2018 Investing in the health and well-being of our employees is important to Davenport. We are pleased to offer The Davenport Health Center, in partnership with CareTeam Health, an onsite health center exclusively for Davenport employees and families.
Actived: 6 days ago
URL: https://www.investdavenport.com/davenport-health-center/
Wortie Ferrell II Davenport & Co.
WebWortie has extensive experience leading organizations and providing sound judgment and counsel. Prior to rejoining Davenport in 2015, Wortie served as the Head of Upper School at St. Mark’s School of Texas in Dallas, Dean of Students at Episcopal High School, and teacher and coach at Collegiate School in Richmond.
William “Will” Davis Davenport & Co.
[email protected]. Phone: (276) 274-8277. Toll-Free: (800) 292-1909. Contact Me. Prior to joining Davenport & Company in October 2020, Will was a Senior Financial Advisor with Wells Fargo Advisors for 15 years. He is Series 7, 63 and 65 registered with FINRA and is licensed to offer life and health insurance and annuities.
Lewis J. Georges Davenport & Co.
WebLewis J. Georges Senior Vice President - Investments. Lewis J. Georges. Get Directions. Phone: (757) 314-3614. Toll-Free: (888) 505-4117. Contact Me. Lew began his investment career in 1994 as a Financial Advisor with Wheat, First Securities, Inc. He served on the firm’s Leadership Council and was the recipient of the Wheat First Outstanding
Jason M. Alford Davenport & Co.
WebJason has been a Financial Advisor since 2008. Prior to joining Davenport & Company in November 2016, he was a Financial Advisor and Family Wealth Advisor with the Blue Ridge Group at Morgan Stanley. He focuses on family wealth management, long-term planning and corporate retirement plans. He is Series 7 and 66 registered and is licensed to
Ryan D. Shumate Davenport & Co.
WebRyan joined Davenport in 2019 bringing 15 years of healthcare & technology business management experience. Prior to joining the firm, he was a Vice President with Change Healthcare, where his responsibilities included partnership business development, strategy execution, and ongoing client success.
David C. Anderson, CFP® Davenport & Co.
WebDave serves on the Davenport Board of Directors and is former member of the Davenport Executive Committee. He began his career in the securities industry in 1992 and has 30 years of experience helping individuals and families plan for their financial future.
Thomas Y. Cho Davenport & Co.
WebThomas Y. Cho. 5400 Discovery Park Boulevard. Suite 301. Williamsburg, VA 23188. Get Directions. Phone: (757) 941-1064. Toll-Free: (866) 454-1064. Contact Me. Tom has guided clients in the investment business for more than 27 years, the past 15 of which have been at Davenport helping individuals successfully preserve and grow their wealth.
Julie C. Beck, CFP® Davenport & Co.
WebJulie began her investment career working on the floor of the New York Stock Exchange and a Corporate Bond trading desk in New York. A native of Norfolk, she moved back home in 1985 and worked as a financial advisor with Bank of America Investments and its predecessor firms for 14 years.
Douglas W. Stopkey Davenport & Co.
WebGet Directions. [email protected]. Phone: (804) 780-2156. Toll-Free: (800) 846-6666. Contact Me. Doug has more than 31 years of experience in the financial industry. He joined Davenport in 2018 after 26 years as a Senior Vice President with Merrill Lynch Wealth Management. Doug is Series 7, 63 and 65 registered with FINRA and is
Mary Katherine Evans Hogg Davenport & Co.
WebMary Katherine Evans Hogg. 11827 Canon Boulevard. Suite 404. Newport News, VA 23606. Get Directions. Phone: (757) 595-5802. Toll-Free: (844) 873-2050. Contact Me. Mary Katherine started her career in the financial services industry more than 20 years ago.
Laurel Johnson Davenport & Co.
WebContact Me. Laurel joined Davenport & Company in 2019 after 15 years with Wells Fargo. With more than 20 years of financial industry experience, she is committed to providing personalized advice, guidance and support to her clients in all aspects of their financial life. Laurel takes a holistic approach in developing and implementing customized
Davenport & Company News Davenport & Co.
WebMay 30, 2016 | Augusta Chronicle. Augusta could have its first new financial adviser in a decade. Going for discussion by an Augusta Commission committee Tuesday is a staff recommendation that the commission hire Davenport & Co. as financial adviser for debt issuance and “economic development project evaluation.”.
Charlie Munford Davenport & Co.
WebCharlie Munford. 901 East Cary Street. Suite 1100. Richmond, VA 23219. Get Directions. Phone: (804) 915-2734. Toll-Free: (800) 846-6666. Contact Me. Charlie grew up in the small town of Franklin, Virginia and spent his summers working in the town’s paper mill.
Heather McCoy Wicker, CRPS® Davenport & Co.
WebHeather has more than 20 years of financial industry experience. She began her career at Davenport in 2006 as a Registered Client Service Associate before becoming a Financial Advisor in 2013. Prior to joining Davenport, she worked at BB&T in their Corporate Employee Benefits Division where she administered 401 (k) plans and Profit Sharing Plans.
Careers at Davenport Davenport & Co.
WebCareers at Davenport. Davenport & Company is one of the oldest employee-owned financial firms in the United States, which has thrived on a spirit of continuous improvement since 1863. Over the years Davenport has continuously attracted talented professionals of integrity with a wide range of experience and expertise who serve a broad base of
Anne R. McVeigh Davenport & Co.
WebBefore joining Davenport & Company in November 2016, she served as resident Branch Manager, Financial Planning Specialist and Financial Advisor with the Blue Ridge Group at Morgan Stanley. She is Series 7, 66 and 9/10 registered and is licensed to sell long-term care, life and health insurance. Anne graduated with an associate degree in liberal
E. Trigg Brown Jr. Davenport & Co.
WebDavenport Asset Management oversees $11 billion positioned in Davenport’s mutual funds and separately managed accounts. He is also a member of Davenport’s Board of Directors and the Board’s Executive Committee. Trigg graduated from University of Virginia with a degree in Economics. He has earned his Series 7, 63, 65, 24, 9/10 and
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