Banister, Beck & Cobb Financial Advisors of Davenport & Company LLC

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.

Julie began her investment career working on the floor of the New York Stock Exchange and a Corporate Bond trading desk in New York. A native of Norfolk, she moved back home in 1985 and worked as a financial advisor with Bank of America Investments and its predecessor firms for 14 years. She then worked as a financial advisor for Legg Mason, which merged into Smith Barney, for the following 10 years. Julie was ready to get back to a regional firm that focused on taking care of its clients so she decided to move her successful financial practice to Davenport in 2009.

Julie works closely with her clients to develop and maintain an investment strategy that is focused on their financial goals and risk tolerance. Julie graduated from the University of Virginia with a BA in Economics. She holds her CERTIFIED FINANCIAL PLANNER^®  professional designation. Julie is very involved in her local community.  She serves on the Health System Board of Directors for the Children’s Hospital of the King’s Daughters (CHKD) and as a past president of The King’s Daughter’s board she remains very active with them. She and her husband, Ron, enjoy boating, scuba diving, pickle ball, and spending time with their five adult children and their grandchildren.

Ryan began her investment career at Davenport in the Virginia Beach branch in 2014. She worked as a Registered Client Service Associate before transferring to Norfolk to join Fred Banister and Julie Beck’s team as a Financial Advisor. Ryan focuses on cultivating client relationships, generating comprehensive financial plans, as well as helping the team grow their business. She is a native of Norfolk and earned her Business degree at James Madison University. She is Series 7 and 66 registered, holds her CERTIFIED FINANCIAL PLANNER^®  designation, and is licensed to offer insurance and annuity products.

In her free time, Ryan enjoys spending time with her husband and two children, playing with her dog, traveling, and watching sports. She is an avid soccer player and participates in local leagues, while also serving on the Board with the Southeastern Virginia Women’s Soccer Association.

With over 30 years of experience in the financial services industry, Sandy joined Davenport in May 2022. During her career, she has held various positions in sales, operations, implementation, sales support and training. Prior to joining Davenport, she worked as a Loan Officer Assistant and Market Support Partner at Movement Mortgage for three years and for 11 years at Wells Fargo Home Mortgage as a Change Team Lead and Change Consultant. Sandy provides assistance to clients and operational and administrative support for the Banister, Beck & Cobb team. She holds her Series 7 and 66 registrations with FINRA.

Sandy loves music and she is a DIY enthusiast who enjoys working on projects including re-purposing, up-cycling and creating new home furnishings and décor. She and her husband, Bryan, have two adult children.