Meeting

Douglas W. Stopkey, CFP®
Senior Vice President, Investments

Prior to joining Davenport & Company in September 2018, Doug served as a Senior Vice President for more than 26 years at Merrill Lynch Wealth Management. After graduating from the United States Naval Academy in 1986, Doug served in the Navy for six years as a Surface Warfare Officer and Master Training Specialist, completing two overseas deployments.
 
Doug is Series 7, 63 and 65 registered and is licensed to sell life and health insurance. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Doug is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, options, and third party investment strategies.
 
Doug focuses on risk management strategies for managing client portfolios and offers clients a wide range of services, including: discretionary portfolio management; mutual fund management strategies; stock option analysis; sophisticated retirement planning and income strategies; liability management through a banking and lending specialist; and an array of wealth preservation and transfer services.
 
With a mission to understand the priorities of his clients, Doug takes the time to ask hard, smart questions and listens carefully so he can understand in detail, where his client’s wealth management stands today and where they would like to go tomorrow. He then helps design, implement and periodically monitor a customized wealth management strategy that helps his clients and their families pursue personal financial goals without unnecessary risk. Doug uses fundamental and technical analysis in managing risk for his clients. Both work together to help him select the best assets to invest in, and determine when is a prudent time to buy, but also, when it the right time to sell or take profits.

Doug and his wife Jenny have two sons, Matthew and Alex, and live in the West End of Richmond. He served six years on the Educational Foundation and Finance Committee of J Sargeant Reynolds Community College. In his free time, Doug enjoys travelling, golf, reading, watching classic movies, skiing and fishing with his sons. He is a life-long Chicago Cubs and New Orleans Saints fan.
All investing carries risk.

Douglas W. Stopkey is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Arizona, California, Connecticut, Florida, Illinois, Louisiana, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Virginia, and Washington. He is licensed to offer insurance and annuity products to residents in Arizona, North Carolina, Virginia and Washington.
 
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