“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett
Banister & Beck Financial Advisors is a group of dedicated financial professionals with over 80 combined years of experience. An effective team is more than the sum of its parts and our four members leverage differing specialties to offer first-rate personalized investment and financial planning advice. Fred Banister’s long-term expertise experience in portfolio analysis and management for individual and corporate clients, combined with Julie Beck’s financial planning perspective as a CERTIFIED FINANCIAL PLANNERTM, professional, creates the leadership for a full-service advisor team. Ryan Cobb joined the team in 2019 as an Investment Associate after serving clients in Davenport’s Virginia Beach branch, and Alisa Frenck provides exceptional administrative and operational client service support with more than 20 years of experience in this capacity.
Our team takes pride in serving as a “financial gatekeeper.” Based on our extensive backgrounds and combined experience, we can address a wide range of personal financial needs for our clients.
We are committed to providing our clients with the highest level of professionalism and personal service. We specialize in comprehensive 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 premier professional money managers and mutual funds. For clients seeking reliable income, we can build custom fixed-income strategies.
Throughout the years of advising successful individuals and families, we have created a solid approach to comprehensive 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.
Julie is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Arizona, Arkansas, California, Washington, DC, Delaware, Florida, Georgia, Illinois, Massachusetts, Maryland, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.
Fred Banister is registered with the Financial Industry Regulatory Authority to offer services to clients who reside in California, Colorado, Delaware, Florida, Nevada, New Jersey, New York, North Carolina, Oklahoma, Tennessee, Texas, Virginia, Washington, D.C., and West Virginia.
Julie Beck and Fred Banister are both licensed to offer insurance and annuity products to residents in Florida, North Carolina and Virginia