Colin May
- Role
- Associate Financial Advisor at Davenport & Company LLC
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Colin May
Experienced Financial Services Professional with a demonstrated history of working in the…
Experience
Associate Financial Advisor
Sep 2021 — Present
I joined Davenport & Company in 2018 and worked in the firm’s Client Services department before transitioning to the role of Associate Financial Advisor in September 2021. Prior to joining Davenport, I worked as a Financial Services Representative for T. Rowe Price. I am Series 6, 7, 63 and 66 registered with FINRA and I am licensed to offer insurance and annuity products. By taking the time to understand what clients want to achieve with their assets, I offers personalized financial planning and investment advice. This approach allows me to choose the most appropriate investments to serve as a road map for pursuing each client’s financial goals.
Skills
- Esignal
- Microsoft Excel
- Bloomberg Terminal
- Time Management
- Powerpoint
- Research
- Leadership
- Microsoft Office
- Microsoft Word
- Customer Service
- Management
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