Steve has more than 30 years of experience in the finance industry. He joined Davenport after 26 years with Truist Investment Services, formerly BB&T Scott & Stringfellow. Prior to that, he worked for Kidder, Peabody & Co. for eight years.
Steve served on BB&T Scott & Stringfellow’s Advisory Board and Consulting Services Advisory Board. During his tenure, he was recognized for superior practice management, investment design and client service by receiving the following awards: President’s Advisory Council, Distinguished Consultant Award and BB&T Sterling Performer.
Steve is an Accredited Asset Management Specialist. He is also a Certified Investment Management Analyst and a Certified Private Wealth Advisor, two of the highest designations in the industry. Steve graduated with a B.S. from Virginia Tech and an M.S. from Florida Institute of Technology. He is Series 7, 31, 63 and 65 registered with FINRA and is licensed to offer insurance and annuity products.
Active in the community, Steve is on the Judeo Christian Outreach Center board and has been involved in numerous other charities. He enjoys reading, exercising and spending time with his family.