Kimberley L. McMillan, CFP®
Kim began her investment career in 1995 with A.G. Edwards & Sons. In 1998, she joined Davenport & Company’s Norfolk office. As a Financial Advisor, Kim designs and implements financial plans and manages portfolios for client’s managed accounts.
Kim earned a Professional Financial Planner designation from Old Dominion University in 2007 and one year later completed the necessary coursework to become a CERTIFIED FINANCIAL PLANNER™ professional. Kim is Series 7, 63/65, and 31 registered with the Financial Industry Regulatory Association (FINRA) and is licensed to sell insurance and annuity products.
Kim earned a B.S. degree in Finance from East Carolina University. Active in the community, she serves on the Children’s Health Foundation Board at Children’s Hospital of the King’s Daughters and as Treasurer for St. Michael Lutheran Church in Virginia Beach.
Tammi C. Foer
Associate Vice President
Registered Client Service Associate
With more than 20 years of experience in the securities industry, Tammi brings a wealth of client service skills to the team. Tammi started her career with Scott & Stringfellow and joined Davenport & Company in 2004. Her responsibilities include being the point of contact for clients, handling service needs and account inquiries, opening and processing new accounts, and overseeing non-trade related transactions.
Tammi is Series 7 and 63 registered with the Financial Industry Regulatory Association (FINRA). She earned a B.S. degree in Business Administration from the University of Florida. Active in the community, Tammi serves as the Religious School Committee Chairperson at Ohef Sholom Temple in Norfolk.
Kimberley McMillan is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alaska, Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Massachusetts, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin.
Kimberley McMillan is licensed to offer insurance and annuity products to residents in Florida, New Jersey, North Carolina, and Virginia.