About
Daphne B. Martin, CPA, is an Investment Associate at Davenport & Company LLC in Richmond, Virginia, where she provides comprehensive financial advisory services for individuals, small businesses, and organizations. Her responsibilities include portfolio management, financial planning, and the selection of appropriate investment vehicles, with an emphasis on transparency and client-focused solutions. She is licensed to offer a range of products including securities and insurance, and is registered with FINRA (Series 7 and 66).
Daphne specializes in advising clients across a variety of asset classes, including equities, fixed income, annuities, and insurance products. She works closely with Davenport's Martin Financial Consulting team, leveraging her expertise in accounting and finance to develop tailored investment and wealth management strategies. Her client portfolio spans high-net-worth individuals, small businesses, and non-profit organizations, reflecting her broad sector experience.
Prior to joining Davenport in 2020, Daphne served as President of Junior Achievement of Central Virginia for over 15 years, where she led financial literacy initiatives and strategic partnerships. She holds a BS degree in Political Science from Old Dominion University and a Post Baccalaureate in Accounting from Virginia Commonwealth University, underpinning her technical proficiency and advisory acumen. Daphne has also served on several local boards and advisory committees, contributing to workforce development and community engagement throughout her career.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Davenport & Company LLC | Investment Associate | Nov 2020 to Present | As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and imp... |
| Junior Achievement of Central Virginia, Inc. | President | Mar 2005 to Nov 2020 | Junior Achievement (JA) empowers young people to own their economic success. Delivered by positive adult role models who volunteer their time, JA programs encourage students to be entrepreneurial and ... |
Education
Virginia Commonwealth University - School of Business
Post Baccalaureate, Accounting
1997 — 1998
Old Dominion University
BS, Political Science
1989 — 1991
Others at Davenport & Co. LLC (21)
| Name | Role | Location |
|---|---|---|
A Adam Bergman | SVP, Portfolio Manager | Virginia Beach, VA , United States |
| Vice President Investments | Greensboro, NC , United States | |
| Senior Vice President- Investments | Richmond, VA , United States | |
| Branch Manager, Vice President-Investments | Fredericksburg, VA , United States | |
| Senior Vice President, Investments | Richmond, VA , United States | |
| Senior Vice President, Investments | Richmond, VA , United States | |
| Vice President - Investments | Danville, VA , United States | |
J Janet Mercadante | Senior Vice President - Investments | Virginia Beach, VA , United States |
| Associate Vice President - Investments | Lynchburg, VA , United States | |
J Jay Atchison | Senior Vice President Investments | Virginia Beach, VA , United States |