Janet Mercadante
Senior Vice President - Investments at Davenport & Co. LLC
About
Janet Mercadante is Senior Vice President - Investments at Davenport & Company LLC, based in Virginia Beach, VA. With over 30 years of experience in the securities industry, she works closely with her clients to develop comprehensive investment strategies tailored to their financial goals. Her responsibilities include portfolio management, financial planning, and overseeing a range of investment solutions for individuals and families.
Janet specializes in wealth management for high-net-worth individuals, focusing on asset allocation across equities, fixed income, insurance, and annuity products. She partners with Mercadante Riggan Wealth Management to provide services not only in Virginia but also to clients in several other states. Her sector expertise includes retirement planning, tax-efficient investing, and multi-generational wealth transfer.
Prior to joining Davenport & Company in 2021, Janet held senior roles at BB&T Scott & Stringfellow and Wells Fargo Advisors, demonstrating a consistent record of client-focused service throughout her career. She holds a BA in Economics and French from the University of Rochester, equipping her with strong analytical skills for investment strategy development. Janet is recognized for her dedication to the industry, with notable contributions to client education and financial literacy initiatives in the Hampton Roads community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Davenport & Company LLC | Senior Vice President - Investments | Jul 2021 to Present | — |
| BB&T Scott & Stringfellow | Senior Vice President | Apr 2017 to Oct 2021 | — |
| Wells Fargo Advisors | First Vice President - Investments | May 1998 to Apr 2017 | — |
| Signet Financial Services | Investment Officer | May 1993 to Jan 1998 | — |
| JMC Financial Corporation | Investment Specialist | Oct 1992 to May 1993 | — |
| IDS Life Insurance Company (now Ameriprise) | Financial Planner | Jul 1990 to Sep 1992 | — |
Education
University of Rochester
BA, Economics, French
1981 — 1985
Skills & Expertise
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 | |
| Investment Associate | 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 | |
| Associate Vice President - Investments | Lynchburg, VA , United States | |
J Jay Atchison | Senior Vice President Investments | Virginia Beach, VA , United States |