Bill Capshaw

Managing Director at Davenport & Company LLC

Role: Managing Director at Davenport & Company LLC
Location: Lynchburg, VA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Bill Capshaw

As a team here at Davenport & Company, Billy Barksdale and I offer comprehensive wealth…

Experience

Managing Director
Davenport & Company LLC
Oct 2009 — Present · Lynchburg, VA, US
Individual Wealth Management, Institutional Investing, and Retirement Planning.

Education

NC State University
Bachelor of Arts (BA), Chemistry
2003 — 2005
Greenfield High School
High School
1987 — 1991
Colorado State University
Bachelor of Science (BS), Exercise and Sport Science
1991 — 1996

Skills

Marketing
Customer Service
Sales
Financial Planners
Strategic Planning
Securities
Financial Planning
Financial Services
Retirement Planning
Finra
Risk Management
Personal Finance
Strategic Financial Planning
Wealth Management
Investments
Management
Team Building

Contact information

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Work email
•••••@investdavenport.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Davenport & Company LLC

Financial Services · 442 employees · Founded 1863 · Richmond, Virginia, United States

Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America. Headquartered in Richmond, VA, our firm offers a complete range of investment services, including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance, and corporate finance services. Davenport employs over 400 associates and has offices located in Virginia, North Carolina, Maryland and Georgia. Whether you’re looking to maintain a lifestyle, finance higher education, plan for retirement or buy or sell a business, we have the people and expertise to help you achieve your goals. Davenport attracts dedicated, talented professionals who are guided by integrity and experience. Here you’ll find a collaborative environment in which time-tested principles are combined with current analytical tools creating investment strategies suited to your specific needs. Our reputation and continued success will always be based on building personal long-term relationships with our clients. As stewards of your money, we remain committed to helping you grow and preserve your wealth today and for generations to come. Davenport & Company LLC is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and is a Registered Investment Advisor under the Investment Advisers Act of 1940. For more information, call (80••••••66 or visit us on the web: www.investdavenport.com

investdavenport.com

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About Bill Capshaw

Experience

Managing Director

Education

NC State University

Greenfield High School

Colorado State University

Skills

Find verified contacts for anyone on LinkedIn