Steven S. Martin, Cpa, Cfp®
AeroLeads people directory · profile

Steven S. Martin, Cpa, Cfp® Email & Phone Number

Senior Vice President - Investments at Davenport & Company LLC at Davenport & Company LLC
Location: Richmond, Virginia, United States 4 work roles 2 schools
2 work emails found @investdavenport.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email s****@investdavenport.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Senior Vice President - Investments at Davenport & Company LLC
Location
Richmond, Virginia, United States
Company size

Who is Steven S. Martin, Cpa, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Steven S. Martin, Cpa, Cfp® is listed as Senior Vice President - Investments at Davenport & Company LLC at Davenport & Company LLC, a with 313 employees, based in Richmond, Virginia, United States. AeroLeads shows a work email signal at investdavenport.com and a matched LinkedIn profile for Steven S. Martin, Cpa, Cfp®.

Steven S. Martin, Cpa, Cfp® previously worked as Senior Vice President - Investments at Davenport & Company Llc and First Vice President - Investment Officer at Wells Fargo Advisors. Steven S. Martin, Cpa, Cfp® holds Master Of Business Administration (M.B.A.) from Mount St. Mary'S University.

Company email context

Email format at Davenport & Company LLC

This section adds company-level context without repeating Steven S. Martin, Cpa, Cfp®'s masked contact details.

*@investdavenport.com
74% confidence

AeroLeads found 2 current-domain work email signals for Steven S. Martin, Cpa, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Steven S. Martin, Cpa, Cfp®

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.Davenport & Company LLC is not associated in any way with LinkedIn Corp. Davenport is a separate, independent company which offers investment and advisory services. Davenport is a member of FINRA-SIPC-NYSE.Neither Davenport nor its employees are providing or offering to provide personalized investment advice through this site. The views and opinions published on this website are not necessarily those of Davenport & Company. Third-party posts do not reflect the views of Davenport & Company, nor are they approved or endorsed by Davenport or any of its employees.This web page is intended for residents of the United States only. Neither the information nor any opinion expressed on this site constitutes an offer to buy or sell any security or instrument or participate in any particular trading strategy. Davenport is registered to conduct securities broker/dealer business in every U.S. state or territory except North Dakota and Guam. Davenport has made investment adviser notice filings in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia & Wisconsin.

Listed skills include Retirement Planning, Asset Allocation, Finance, Financial Analysis, and 5 others.

Current workplace

Steven S. Martin, Cpa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Davenport & Company LLC
Davenport & Company Llc
Senior Vice President - Investments at Davenport & Company LLC
richmond, virginia, united states
Employees
313
AeroLeads page
4 roles · 40 years

Steven S. Martin, Cpa, Cfp® work experience

A career timeline built from the work history available for this profile.

First Vice President - Investment Officer

Richmond, Virginia Area

May 1997 - Oct 2017
Team & coworkers

Colleagues at Davenport & Company LLC

Other employees you can reach at investdavenport.com. View company contacts for 313 employees →

2 education records

Steven S. Martin, Cpa, Cfp® education

Bachelor'S Degree, Accounting

Activities and Societies: Magna Cum Laude, US Army ROTC Scholarship, Distinguished Military Graduate, Varsity Tennis (captain '85, '86)

FAQ

Frequently asked questions about Steven S. Martin, Cpa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Steven S. Martin, Cpa, Cfp® work for?

Steven S. Martin, Cpa, Cfp® works for Davenport & Company LLC.

What is Steven S. Martin, Cpa, Cfp®'s role at Davenport & Company LLC?

Steven S. Martin, Cpa, Cfp® is listed as Senior Vice President - Investments at Davenport & Company LLC at Davenport & Company LLC.

What is Steven S. Martin, Cpa, Cfp®'s email address?

AeroLeads has found 2 work email signals at @investdavenport.com for Steven S. Martin, Cpa, Cfp® at Davenport & Company LLC.

Where is Steven S. Martin, Cpa, Cfp® based?

Steven S. Martin, Cpa, Cfp® is based in Richmond, Virginia, United States while working with Davenport & Company LLC.

What companies has Steven S. Martin, Cpa, Cfp® worked for?

Steven S. Martin, Cpa, Cfp® has worked for Davenport & Company Llc, Wells Fargo Advisors, Allegheny Energy, Inc., and Army National Guard.

Who are Steven S. Martin, Cpa, Cfp®'s colleagues at Davenport & Company LLC?

Steven S. Martin, Cpa, Cfp®'s colleagues at Davenport & Company LLC include James (Jim) Crawley, Leonard Epstein, Evan Gilbert, Cfa, Kayla Woodard, and Phillip Danieley, Cfp®.

How can I contact Steven S. Martin, Cpa, Cfp®?

You can use AeroLeads to view verified contact signals for Steven S. Martin, Cpa, Cfp® at Davenport & Company LLC, including work email, phone, and LinkedIn data when available.

What schools did Steven S. Martin, Cpa, Cfp® attend?

Steven S. Martin, Cpa, Cfp® holds Master Of Business Administration (M.B.A.) from Mount St. Mary'S University.

What skills is Steven S. Martin, Cpa, Cfp® known for?

Steven S. Martin, Cpa, Cfp® is listed with skills including Retirement Planning, Asset Allocation, Finance, Financial Analysis, Insurance, Retirement, Risk Management, and Financial Services.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.