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Daphne Martin

Daphne Martin

Investment Associate at Davenport & Co. LLC

Richmond, VA , United States

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

OrganizationRoleDate RangeDetails
Davenport & Company LLCInvestment AssociateNov 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.PresidentMar 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)

NameRoleLocation
A
Adam Bergman
SVP, Portfolio ManagerVirginia Beach, VA , United States
Charlie Davis
Charlie Davis
Vice President InvestmentsGreensboro, NC , United States
Church Young
Church Young
Senior Vice President- InvestmentsRichmond, VA , United States
David Pierce
David Pierce
Branch Manager, Vice President-InvestmentsFredericksburg, VA , United States
Douglas Stopkey
Douglas Stopkey
Senior Vice President, InvestmentsRichmond, VA , United States
Dyke Jones
Dyke Jones
Senior Vice President, InvestmentsRichmond, VA , United States
Edgar Love
Edgar Love
Vice President - InvestmentsDanville, VA , United States
J
Janet Mercadante
Senior Vice President - InvestmentsVirginia Beach, VA , United States
Jason Alford
Jason Alford
Associate Vice President - InvestmentsLynchburg, VA , United States
J
Jay Atchison
Senior Vice President InvestmentsVirginia Beach, VA , United States
Showing 1-10 of 21 team members