Locations > Richmond

Richmond

Davenport & Company LLC was founded in Richmond, Virginia in 1863 and is still headquartered here today. Strategically located in the downtown area, in the capital city of Virginia, the Richmond branch is home to more than 70 Financial Advisors; Davenport Asset Management; Equity Research; Fixed Income; our home office departments and client services support; and most of our Public Finance team.

Throughout the years, Davenport has meticulously crafted a workplace culture that not only draws top talent in, but encourages people to build long term careers with us. The Richmond branch contains many multi-generational family teams and the branch has an average tenure of over eight years. Having a wealth of experience throughout the branch helps us consistently provide the best possible service to our clients.

Associates in our Richmond office not only show their dedication to the surrounding area through client relationships, but also through community action and Davenport Shares, our employee run philanthropic program. We are proud to maintain strong relationships with many local nonprofits including Junior Achievement, Massey Cancer Center, Sheltering Arms, Preservation Virginia, SPCA, and CARITAS, to name a few. We proudly support arts and culture through the nonprofits such as the Richmond Ballet, VMFA, Visual Arts Center of Richmond and Science Museum of Virginia.

We understand that effective wealth management—like any good relationship—begins with trust. We strive to continuously strengthen our relationships by communicating openly, managing wealth with transparency, delivering real value and taking a sincere interest in your life. We look forward to getting to know you and showing you why we have been recognized for several years as a Best Place to Work in Virginia by Virginia Business magazine and a Top Workplace by the Richmond Times Dispatch.

Meet Our Branch Manager

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Holly Crockett

Managing Director
Richmond Branch Manager

Branch Manager: Holly Crockett

Meet Our Advisors

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Hylah B. Ballowe

Managing Director
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Mike Beall

Executive Vice President - Investments
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Stephanie Bednar

First Vice President - Investments
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Chris Blair

Senior Vice President - Investments
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Ryan Blankenship

First Vice President - Investments
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Kevin Boll, Jr.

Senior Vice President - Investments
(804) 780-2169
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E. Trigg Brown Jr.

Executive Vice President, Investments
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Elizabeth Brailsford Brown

Associate Financial Advisor
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Merrill P. Cann

First Vice President - Investments
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Lee Chapman, IV

President & CEO
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William R. Charlet

Senior Vice President - Investments
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Timothy A. “Tim” Coggeshall

Senior Vice President - Investments
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Jim Crawley

Managing Director
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James E. Davidson Jr., CFP®

First Vice President - Investments
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Mary F. Davis, CFP®

Senior Vice President - Investments
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Duke Dolan

Managing Director
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Wortie Ferrell II

Senior Vice President - Investments
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Moncure Geho

Managing Director
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Robert B. Giles

Executive Vice President
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Hunter Ross Gottwald, CFP®

Associate Vice President - Investments
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Stuart Gregory

Managing Director
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Herbert F. Hargroves

Senior Vice President-Investments
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Julian Hillery

Senior Vice President - Investments
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Lucy Hooper

Executive Vice President
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Harry H. (Hal) Howren, III

Senior Vice President - Investments
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Sharon L. G. Jett

Associate Vice President - Investments
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Lunsford Johnson

Senior Vice President - Investments
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R. Walter Jones IV

Managing Director
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Van Dyke Jones II

Senior Vice President, Investments
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Marion Cosby Kastenbaum

Associate Vice President - Investments
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Joseph L. Keiger IV, CFP®

Associate Financial Advisor
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W. Nelson King, Jr.

Associate Financial Advisor
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John Landry

Senior Vice President - Investments
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Whitey Lipscomb

Executive Vice President-Investments
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Richard S. Looney

First Vice President - Investments
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Daphne B. Martin, CPA

Associate Financial Advisor
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Steven S. Martin, CPA, CFP®

Senior Vice President, Investments
CPA, CFP
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Colin May, CFP®

Associate Financial Advisor
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Audrey McCray, CFP®

Senior Vice President, Investments
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Daniel Mizell, CFP®

Senior Vice President - Investments
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Robert (Bob) Mizell, CFA

Executive Vice President–Investments
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Charlie Munford

Senior Vice President, Investments
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Courtney R. Orensky

Senior Vice President - Investments
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Gaillard Owen, CFP®

Managing Director
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Theodore W. Price, CFA

Senior Vice President - Investments
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Lianne Recchia

Associate Financial Advisor
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Stewart Roddey

Senior Vice President - Investments
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Ryan D. Shumate

Financial Advisor
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James L. Smythe

Senior Vice President - Investments
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Douglas W. Stopkey

Senior Vice President-Investments
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Dennis Tarrant

Senior Vice President - Investments
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Jackson Taylor

Associate Financial Advisor
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Tim Taylor

Managing Director
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Jack Trigg

Associate Financial Advisor
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Henry Valentine III

Managing Director
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John W. Vetrovec, CFP®

Senior Vice President - Investments
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Jim Whelen

Senior Vice President - Investments
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Coleman Wortham

Senior Vice President - Investments
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Church Young

Managing Director

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Our team of advisors is ready to assist you with your financial goals.