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

Holly Crockett

Managing Director
Richmond Branch Manager

Branch Manager: Holly Crockett

Meet Our Advisors

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Hylah B. Ballowe

Hylah B. Ballowe

Managing Director
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Mike Beall

Mike Beall

Executive Vice President - Investments
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Stephanie Bednar

Stephanie Bednar

First Vice President - Investments
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Chris Blair

Chris Blair

Senior Vice President - Investments
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Kevin Boll, Jr.

Kevin Boll, Jr.

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

E. Trigg Brown Jr.

Executive Vice President, Investments
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Elizabeth Brailsford Brown

Elizabeth Brailsford Brown

Associate Financial Advisor
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Merrill P. Cann

Merrill P. Cann

Senior Vice President - Investments
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Lee Chapman, IV

Lee Chapman, IV

President & CEO
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William R. Charlet

William R. Charlet

Senior Vice President - Investments
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Tim Coggeshall

Tim Coggeshall

Managing Director
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Jim Crawley

Jim Crawley

Managing Director
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James E. Davidson Jr., CFP®

James E. Davidson Jr., CFP®

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

Mary F. Davis, CFP®

Senior Vice President, Investments
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Duke Dolan

Duke Dolan

Managing Director
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Bart Farinholt, Jr.

Bart Farinholt, Jr.

Associate Financial Advisor
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Wortie Ferrell II

Wortie Ferrell II

Managing Director
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Moncure Geho

Moncure Geho

Managing Director
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Robert B. Giles

Robert B. Giles

Executive Vice President
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Hunter Ross Gottwald, CFP®

Hunter Ross Gottwald, CFP®

Vice President - Investments
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Stuart Gregory

Stuart Gregory

Managing Director
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Herbert (Herb) F. Hargroves Jr.

Herbert (Herb) F. Hargroves Jr.

Vice President-Investments,
Associate Financial Advisor
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Julian Hillery

Julian Hillery

Senior Vice President - Investments
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Lucy Hooper

Lucy Hooper

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

Harry H. (Hal) Howren, III

Senior Vice President - Investments
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Sharon L. G. Jett

Sharon L. G. Jett

Associate Vice President - Investments
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Lunsford Johnson

Lunsford Johnson

Senior Vice President - Investments
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R. Walter Jones IV

R. Walter Jones IV

Managing Director
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Van Dyke Jones II

Van Dyke Jones II

Senior Vice President, Investments
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Marion Cosby Kastenbaum

Marion Cosby Kastenbaum

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

Joseph L. Keiger IV, CFP®

Associate Financial Advisor
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W. Nelson King, Jr.

W. Nelson King, Jr.

Associate Financial Advisor
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John Landry

John Landry

Senior Vice President - Investments
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Whitey Lipscomb

Whitey Lipscomb

Executive Vice President-Investments
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Richard S. Looney

Richard S. Looney

First Vice President - Investments
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Daphne B. Martin, CPA

Daphne B. Martin, CPA

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

Steven S. Martin, CPA, CFP®

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

Colin May, CFP®

Financial Advisor
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Daniel Mizell, CFP®

Daniel Mizell, CFP®

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

Robert (Bob) Mizell, CFA

Executive Vice President–Investments
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Charlie Munford

Charlie Munford

Senior Vice President, Investments
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Courtney R. Orensky

Courtney R. Orensky

Senior Vice President - Investments
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Gaillard Owen, CFP®

Gaillard Owen, CFP®

Managing Director
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Kristina Palangi, CFP®

Kristina Palangi, CFP®

Vice President – Investments
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Ryan S. Poland, CFP®

Ryan S. Poland, CFP®

Associate Vice President - Investments
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Theodore W. Price, CFA

Theodore W. Price, CFA

Senior Vice President - Investments
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Lianne Recchia

Lianne Recchia

Associate Financial Advisor
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Stewart Roddey

Stewart Roddey

Senior Vice President - Investments
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Ryan D. Shumate

Ryan D. Shumate

First Vice President - Investments
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James L. Smythe

James L. Smythe

Senior Vice President - Investments
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Douglas W. Stopkey

Douglas W. Stopkey

Senior Vice President-Investments
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Sam Sweeney, CFP®

Sam Sweeney, CFP®

Associate Financial Advisor
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Dennis Tarrant

Dennis Tarrant

Senior Vice President - Investments
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Jackson Taylor

Jackson Taylor

Associate Financial Advisor
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Tim Taylor

Tim Taylor

Managing Director
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Joe Thompson, CFP®, CPA

Joe Thompson, CFP®, CPA

Associate Vice President-Investments
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Jack Trigg

Jack Trigg

Associate Financial Advisor
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Henry Valentine III

Henry Valentine III

Managing Director
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William I. Valentine

William I. Valentine

Associate Vice President - Investments
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John W. Vetrovec, CFP®

John W. Vetrovec, CFP®

Senior Vice President - Investments
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Jim Whelen

Jim Whelen

Managing Director
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Coleman Wortham

Coleman Wortham

Managing Director
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Church Young

Church Young

Managing Director

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