Dimitrios Roumeliotis
Financial Advisor at Davenport & Company
- Role
- Financial Advisor at Davenport & Company LLC
- Location
- Norfolk, VA, US
- LinkedIn followers
- 500 followers
About Dimitrios Roumeliotis
As a Financial Advisor at Davenport & Company, I work with individuals and families to…
Experience
Financial Advisor
Jan 2024 — Present · Norfolk, VA, US
As a Financial Advisor at Davenport & Company, I work with individuals and families to help them build, preserve, and transfer wealth. My approach focuses on comprehensive wealth management. I offer clients investment management, financial planning, trust and estate planning services, and retirement planning solutions tailored to each client’s goals.I began my financial services career in 2015 at Deutsche Bank in New York, where I served as a Vice President in Equity Research Sales. During my time on Wall Street, I contributed to equity research reports and helped professional investors make more informed investment decisions. In 2024, I joined Davenport to apply that analytical perspective to serve individuals and families seeking thoughtful, long-term financial guidance. I hold the CERTIFIED FINANCIAL PLANNER™ certification and earned my Bachelor of Science in Finance and Business Administration from Georgetown University. I maintain FINRA Series 7, 63, 65, 86, and 87 registrations and am licensed to offer life insurance, annuities, and long-term care coverage. My work was recently featured in the Ocean View Living magazine.About Davenport & Company:Davenport & Company is an independent and employee-owned firm that was established in 1863 with headquarters in Richmond, Virginia. Davenport has over 500 employees with 20 office locations throughout Virginia and North Carolina.Davenport & Company LLC is a member of the Financial Industry Regulatory Authority, the New York Stock Exchange, the Securities Investor Protection Corporation, and is a Securities and Exchange Commission Registered Investment Adviser.
Education
Georgetown University
Bachelor of Science in Finance and Business Administration, McDonough School of Business
2011 — 2015
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