Dennis has more than 40 years of experience and joined Davenport in 2002. Prior to joining the firm, he specialized in employee benefits as an Assistant Vice President for Central Fidelity Bank. He is Series 7, 63, and 66 registered.
Dennis begins each new business relationship by listening to his clients’ needs in order to determine if his services are a good fit. Once he has a clear understanding of their life goals, risk tolerance, and time horizon, he determines the proper asset allocation and diversification for a portfolio. Dennis helps clients select the most appropriate investments, which may include stocks, bonds, mutual funds, and professional money managers. Once a portfolio is established, he will discuss the level of contact they should expect, along with the managing and monitoring of investments. This is designed to help keep people on track to meet their financial goals.
Working with the extensive resources at Davenport, Dennis can help his clients manage their assets with a range of professionally managed fee-based accounts or traditional brokerage accounts. He provides access to custom portfolios and premier professional money managers and mutual funds. For clients seeking reliable income, he can build custom fixed income strategies.
Dennis graduated from Campbell University in 1973 with a BS in business and trust. When he is not working, he enjoys taking walks with his wife, Sue, and playing golf.
All investing carries risk.
Dennis Bradshaw is registered with the Financial Industry Regulatory Authority (FINRA) to offer securities services to clients who reside in Florida, Georgia, North Carolina, Ohio, Tennessee, and Virginia. Dennis is licensed to offer insurance and annuity products to residents in North Carolina and Virginia.