The Branch Investment Group is a team of dedicated financial professionals with over 30 years of experience. Read Branch brings long-term experience in portfolio analysis and management for individual and corporate clients to the advisor team. Russell Branch joined the team in 2018 as an Investment Associate bringing energy and a drive for financial planning, he is also a CERTIFIED FINANCIAL PLANNERTM professional, and Michelle Call provides exceptional administrative and operational client service support.
We are committed to providing our clients with the highest level of professionalism and personal service. We specialize in retirement and financial planning and believe a sound investment plan is critical in helping our clients achieve their financial and life goals. Once we fully understand your objectives, we will develop a suitable investment program that fits your needs.
Working with the considerable resources that Davenport & Company offers, we can help our clients manage their assets with a range of professionally managed fee-based accounts or traditional brokerage accounts. We offer our clients access to professional money managers and mutual funds. For clients seeking reliable income, we can build custom fixed-income strategies.
Throughout our years of advising successful individuals and families, we have created a solid approach to wealth management. It is an integrated process designed to help our clients capture opportunities as they continue to accumulate, protect, and distribute their wealth using tax-intelligent solutions.*
*Davenport & Company LLC does not provide tax or legal advice; please consult your own professional for guidance on these matters.
Read Branch is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Rhode Island, South Carolina, Texas, Virginia, Washington, and Wisconsin.
Russell Branch is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia and Wisconsin.
Read Branch is licensed to offer insurance and annuity products to residents in South Carolina and Virginia.
Russell Branch is licensed to offer insurance and annuity products to residents in Virginia.