Sign in
JM

Janet Mercadante

Senior Vice President - Investments at Davenport & Co. LLC

Virginia Beach, VA , United States

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

OrganizationRoleDate RangeDetails
Davenport & Company LLCSenior Vice President - InvestmentsJul 2021 to Present
BB&T Scott & StringfellowSenior Vice PresidentApr 2017 to Oct 2021
Wells Fargo AdvisorsFirst Vice President - InvestmentsMay 1998 to Apr 2017
Signet Financial ServicesInvestment OfficerMay 1993 to Jan 1998
JMC Financial CorporationInvestment SpecialistOct 1992 to May 1993
IDS Life Insurance Company (now Ameriprise)Financial PlannerJul 1990 to Sep 1992

Education

University of Rochester

BA, Economics, French

1981 1985

Skills & Expertise

Investments
Retirement Planning
Mutual Funds
Asset Allocation
401k
Securities
Financial Advisory
Investment Planning
Investment Strategies
Retirement Plan Consulting
Risk Management
Equities
Retirement
Financial Services
Pensions
Alternative Investments
Tax-Efficient Strategies
Wealth Preservation Planning
Multigenerational Wealth Planning
Portfolio Management
Financial Planning
Tax Efficient Strategies

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
Daphne Martin
Daphne Martin
Investment AssociateRichmond, 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
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