Stuart Gregory

Stuart Gregory Email and Phone Number

Senior Vice President - Investments at Davenport & Company LLC @ Davenport & Company LLC
richmond, virginia, united states
Stuart Gregory's Location
Richmond, Virginia, United States, United States
Stuart Gregory's Contact Details

Stuart Gregory work email

Stuart Gregory personal email

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Stuart Gregory phone numbers

About Stuart Gregory

"Please don't call me a stockbroker - the job entails so much more than that."Over 27 years of experience in the financial services industry with the last 21 years at Davenport & Company LLC. While in college at age 20, I began my career in the securities industry in 1983 working part-time in the Richmond office of Merrill Lynch and in 1984 became a full time Financial Advisor. In 1989, I moved my financial practice to Davenport & Company LLC and later became a Senior Vice President - Investments and member of the firms Board of Directors. I am Series 7, 24, 63 and 65 registered with the Financial Industry Regulatory Authority (FINRA). The experience gained during my career from numerous bull and bear markets - the "Crash of '87, the "irrational exuberance" of the mid-90's, the tech boom and bust, the credit crisis bear market of 2008, and many others - has helped me to gain the market wisdom to construct and manage portfolios to more fully address and meet my clients' investment goals. Likewise, the personal experience gained from raising my family, coupled with Davenport's financial planning services, helps me to guide my clients in the right direction. I view myself as a moderate risk taker, a realist and an optimist.Specialties: 1) Designing portfolios that include traditional as well as alternative investments. 2) Incorporating "risk-management" into portfolios through the use of technical analysis. 3) Income planning for retirement

Stuart Gregory's Current Company Details
Davenport & Company LLC

Davenport & Company Llc

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Senior Vice President - Investments at Davenport & Company LLC
richmond, virginia, united states
Employees:
313
Stuart Gregory Work Experience Details
  • Davenport & Company Llc
    Senior Vice President - Investments
    Davenport & Company Llc Nov 1989 - Present
    Richmond, Va
    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 advisor 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 Virginiaand Wisconsin. Information herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. Davenport is not respobsible for the content of other websites to which this one may be linked.
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 1984 - 1989
    Richmond, Va

Stuart Gregory Skills

Investments Portfolio Management Financial Advisory Securities Finance Finra Series 7 Retirement Planning Alternative Investments Financial Planning Financial Services Series 63 Investment Advisory Wealth Management Risk Management Asset Allocation Mutual Funds Management Investment Management Uniform Combined State Law Retirement

Stuart Gregory Education Details

Frequently Asked Questions about Stuart Gregory

What company does Stuart Gregory work for?

Stuart Gregory works for Davenport & Company Llc

What is Stuart Gregory's role at the current company?

Stuart Gregory's current role is Senior Vice President - Investments at Davenport & Company LLC.

What is Stuart Gregory's email address?

Stuart Gregory's email address is sg****@****ort.com

What is Stuart Gregory's direct phone number?

Stuart Gregory's direct phone number is +180434*****

What schools did Stuart Gregory attend?

Stuart Gregory attended Virginia Commonwealth University.

What are some of Stuart Gregory's interests?

Stuart Gregory has interest in Family Activities, Photography, Hiking, Biking, Sailing, Travel.

What skills is Stuart Gregory known for?

Stuart Gregory has skills like Investments, Portfolio Management, Financial Advisory, Securities, Finance, Finra, Series 7, Retirement Planning, Alternative Investments, Financial Planning, Financial Services, Series 63.

Who are Stuart Gregory's colleagues?

Stuart Gregory's colleagues are Jay Black, Rick Looney, Grayson Prillaman, Ty Wellford, Anthony Papa, Raymond Gay, Cfp®, Aif®, Cpfa®, Amanda St. John.

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