Will Valentine
- Role
- Financial Advisor at Davenport & Company LLC
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Will Valentine
After almost 3 years working at Merrill Lynch in New York, Will joined Davenport & …
Experience
Financial Advisor
May 2019 — Present
Financial Planning Services • Net Worth & Asset Allocation Analysis • Education Planning and 529 Plans • Retirement Planning and Cash Flow Analysis • Employee Stock Option Analysis • Planning for Tax, Estate & Charitable Giving Needs* • Corporate Retirement Plans Investment Services • Individual Stocks, Bonds, and Mutual Funds • Davenport Asset Management – offering various professionally managed investment strategies • Exchange Traded & Closed-End Funds • Fixed and Variable Annuities • Certificates of Deposit, Money Market & Cash Management Services * Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Skills
- Public Speaking
- Microsoft Word
- Research
- Leadership
- Critical Care
- Teamwork
- Microsoft Excel
- Event Planning
- Sales
- Social Networking
- Management
- Microsoft Office
- Customer Service
- Powerpoint
- Social Media
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