With more than 30 years of experience in the securities industry, Fred takes pride in serving as a “financial gatekeeper” with the knowledge to address a wide range of personal financial needs for his clients. He specializes in stock and bond portfolio analysis and management, professional investment management, which includes Davenport Asset Management, mutual funds, retirement and education planning, and qualified retirement plans for small to mid-size businesses.
Fred earned a BA in history from the Virginia Military Institute. During his cadetship, he was elected to “Who’s Who in American Colleges and Universities” and was awarded a summer internship in the office of U.S. Senator William B. Spong Jr. He earned an MBA from the Mason School of Business, the College of William & Mary. He is a past president of the Mary Baldwin College Parents Association and a past member of the board of directors of the William & Mary Alumni Association as well as a past president of its South Hampton Roads alumni chapter. In 2014, Fred was one of four recipients of the Alumni Service Award from William & Mary. In his free time, he enjoys golf, reading, attending college football and basketball games, and nurturing four grandchildren with his wife, Janie.