Financial Advisors
Virginia Beach, VA
Calliott, Demeter & Harrell Investment & Wealth Advisors, part of Davenport & Company, provides personalized investment guidance, retirement planning, and comprehensive wealth management for individuals, families, and institutions. With over 100 years of combined investment experience, their team approach delivers focused expertise in portfolio management and financial strategy across multiple states.
Ideal for: High-net-worth individuals, families planning for retirement, business owners seeking wealth management, institutional investors
Service area: Virginia Beach, VA and 20+ states including North Carolina, South Carolina, Georgia, Maryland, Pennsylvania, New York, California, and others
Team of Experienced Advisors: Over 100 years of combined investment experience across the team, providing diverse expertise and collaborative approach to wealth management.
CFP Certified Leadership: Led by David Calliott, CFP, offering credentials and fiduciary standards in financial planning.
Comprehensive Wealth Services: Provides not just investment management but full retirement planning and comprehensive wealth management tailored to individual and family goals.
Address: 477 Viking Dr Suite 200, Virginia Beach, VA 23452
Phone: (757) 306-4826
Website: investdavenport.com
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