Shane M. Cason Managing Director

Shane joined Davenport in 2017 after 15 years as a Financial Advisor with Merrill Lynch. He is Series 7 and 66 registered with FINRA, is licensed to sell life and long-term care insurance, and has earned the CERTIFIED FINANCIAL PLANNER^® and Chartered Retirement Planning Counselor^SM designations.

While still in college, Shane began investing with savings his grandfather had deposited annually for his birthday. At 18, he opened his first investment account. The dot-com boom of the late 90s brought early success, but the subsequent bust taught valuable lessons. Starting a financial planning career during the early 2000s bear market was challenging, but it helped Shane understand market dynamics and human emotions, enabling him to build strong, trusting client relationships.

After earning a Business Administration degree from Roanoke College, Shane settled in Richmond. He has volunteered with the Alzheimer’s Association, an organization close to his heart, and spent nearly 15 years coaching soccer with the Richmond Strikers. Although he no longer coaches, he supports his children from the sidelines. In his free time, he enjoys following English Premier League soccer, playing golf, and traveling with his wife, Mary, and their three children.