Doug has more than 31 years of experience in the financial industry. He joined Davenport in 2018 after 26 years as a Senior Vice President with Merrill Lynch Wealth Management. Doug is Series 7, 63 and 65 registered with FINRA and is licensed to sell life and health insurance. He is also a qualified Portfolio Manager who in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies.
Doug focuses on risk management strategies for managing client portfolios and offers clients a wide range of services. With a mission to understand the priorities of his clients, Doug takes the time to ask hard, smart questions and listens carefully so he can understand in detail where his client’s wealth management stands today and where they would like to go tomorrow. He then helps design, implement and periodically monitor a customized wealth management strategy that helps his clients and their families pursue personal financial goals without unnecessary risk. Doug uses fundamental and technical analysis in managing risk for his clients. Both work together to help him select the best assets to invest in, and determine when is a prudent time to buy, but also, when it the right time to sell or take profits.
Doug and his wife Jenny have two grown sons and live in the West End of Richmond. He is a graduate of the United States Naval Academy and served six years as a Surface Warfare Officer and Master Training Specialist, completing two overseas deployments. He served six years on the Educational Foundation and Finance Committee of J. Sargeant Reynolds Community College, and he is a past President of the South Mooreland Farms Homeowners Association. Doug was also active in his sons’ Boy Scout Troop, both of whom are Eagle Scouts
All investing carries risk.
Douglas W. Stopkey is registered with the Financial Industry Regulatory Authority (FINRA) to offer securities and advisory services to clients who reside in Arizona, California, Delaware, District of Columbia, Florida, Georgia, Louisiana, Maryland, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington and Wisconsin.
He is licensed to offer insurance and annuity products to residents in Arizona, North Carolina and Virginia.