Sarah Fowler, AAMS®
First Vice President-Investments
Prior to joining Davenport in July 2021, Sarah worked as a Financial Advisor at Edward Jones for more than eight years. Her experience in working with clients includes retirement planning, investment strategies, estate law, employee benefits and life insurance. She works with clients to help them grow, organize, protect and transfer their wealth the most tax efficient way.*
Sarah graduated with a BS from James Madison University. She is Series 7 and 66 registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to offer life and health insurance and annuities. Sarah holds her Accredited Asset Management Specialist designation, awarded by the College for Financial Planning.
Sarah learned the importance of planning and became a financial advisor because her father, a CPA, died when he was 55 and was wise enough to leave a trust that provided for his six children, and for Sarah’s mother to maintain her lifestyle for 32 years. Born and raised in Staunton, Sarah proudly serves the community on the boards of the Salvation Army and the Happy Birthday America organizations. In her free time, she enjoys fitness, reading investment books and historical fiction, and going to the lake with her family. She and her husband, Todd, have two daughters and two grandsons.
Client Service Associate
Lorri joined Davenport as a Client Service Associate in July 2021. Working with Sarah Fowler, she provides operational and administrative support while offering exceptional client service. Prior to joining Davenport, she worked at Edward Jones as an Office Branch Administrator; and she was a Human Resources Manager at Lowes Home Improvement for 16 years.
Lorri is a graduate of Elizabeth Bryant School of Business. In the past, she has volunteered for the March of Dimes and the Future Business Leaders of America. She has three adult children and enjoys spending time with her grandchildren, traveling, cooking, collecting thimbles, and touring different areas for barn quilts and barn stars.
Client Service Associate
Lisa joined Davenport as a part-time Client Service Associate in July 2021. Prior to joining the firm, she worked for Edward Jones for five years providing marketing and client service; and she worked as a substitute teacher for Augusta County Schools for eight years.
Lisa graduated from Mary Baldwin College with a BA in Business Administration, emphasis on Accounting. She is active in the community and helps with meals ministry for Bridge Christian Church, and with the Augusta Health Vaccine Clinic. Lisa and her husband, Ryan, have two college-age children. In her free time, she enjoys cooking/baking, traveling with her family, reading, gardening and fitness.
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Sarah Fowler is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Colorado, District of Columbia, Florida, Georgia, Kentucky, Maryland, Mississippi, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia. Sarah is licensed to offer insurance and annuity products in Florida, Maryland, North Carolina and Virginia.