With over 22 years of experience in the financial industry, Cecelia provides clients with a wide range of investment services. As a Financial Advisor, she helps clients reach their long-term financial goals by developing, communicating and implementing an investment plan specific to each client. Cecelia works closely with clients to create comprehensive financial plans that serve as guides to and throughout retirement.
Cecelia holds the Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning and serves as the Branch Manager of Davenport’s Greensboro office. She is FINRA Series 7, 9/10, 63, and 65 registered and also holds her Life, Health and Variable Annuity Insurance licenses, as well as her Long Term Care Insurance license.
Cecelia began her career at Prudential Securities in Washington, D.C. and remained with the firm as it transitioned to Wachovia Securities. In 2008, she returned to North Carolina and joined Citi Smith Barney as a Financial Advisor Associate, until leaving with colleagues to establish the Greensboro office of Davenport & Company in 2009.
Cecelia earned a B.A. in Economics from The University of North Carolina at Chapel Hill. Invested in her community, she has helped plan fundraising events for many local nonprofit organizations. Cecelia is a past member of the Guild of Family Service of Greensboro and she Co-Chaired the 2018 and 2019 Greensboro Children Museum’s Gala. She is an active member of the Women’s Professional Forum, currently serving as President. Cecelia also serves as Assistant Treasurer for the Greensboro Academy Boosters Leadership Team.
Cecelia and her husband Brian have two young children. In her free time, she enjoys hiking, cooking, traveling, and cheering on the Tar Heels.