Beadell, Dolan & Kastenbaum of Davenport & Company LLC

Briggs has more than 40 years of industry experience. He joined Davenport & Company in 1991, is currently a Managing Director, and serves as an honorary member of the Davenport Board of Directors. Prior to joining Davenport, he was a Vice President Fixed Income at Legg Mason Inc. from 1987-1991 and a Vice President Fixed Income at Craigie Inc. from 1978-1987.

Briggs graduated from the University of Richmond with a Political Science degree. He is Series 7, 63, 65, 66, and 24 registered with FINRA. In his free time, he enjoys fitness, golf, reading and spending time with his family including wife, Sandy, and daughter, Ashley.

Duke joined Davenport & Company in 1993, is a Managing Director, and serves on the Davenport Board of Directors. He is Series 7, 24, 63 and 65 registered with FINRA.

Duke graduated from University of Virginia with a degree in Arts & Sciences and earned an MBA from the University of Richmond. He volunteers for several youth sports associations including Tuckahoe Little League, Western Wildcat Youth Football, Rockit Sports, and is active in Godwin High School and Benedictine College Prep. He is a member and past board member of Hermitage Country Club. Duke and his wife, Lee, spend their free time supporting their three children, Henry, Mattie and Fred.

Marion started at Davenport & Company in 2010 as a Client Service Associate and then left to join the Wealth Advisor Associate (WAA) program at Morgan Stanley. As a WAA, she gained valuable industry experience as she learned how to create financial plans and work with clients’ portfolios. In 2014, she rejoined Davenport to work as a Financial Advisor with Duke and Briggs.

Marion started her freshman year at The University of Georgia with an Equestrian scholarship and graduated from James Madison University. She is series 7 and 66 registered with FINRA and is licensed to sell long-term care insurance. Marion is an avid Equestrian and competes on the A rated circuit of the United States Equestrian Federation. She is a board member and secretary of Manakin Farms, Inc. Marion and her husband, Jon, enjoy spending time with their golden retrievers, Chief and Ranger.

Sam joined Davenport in July 2020 and worked in the firm’s Client Services department before joining the Beadell, Dolan & Kastenbaum team in 2021. Prior to joining Davenport, he worked as an Investment Analyst at 1^st Source Bank where he supported financial advisors and worked on data aggregation and performance tracking. Sam’s experience also includes working as a Client Services Officer assisting with corporate bond underwriting at Fulton bank. Sam is Series 7 and 66 registered with FINRA and he is licensed to offer insurance and annuity products.

A graduate of Ithaca College, Sam earned a Bachelor’s degree in Business Administration with a concentration in Finance. Sam was the captain of his college ski team and competed in giant slalom and slalom ski racing. Sam’s Father was a financial advisor for 50 years and helped emphasize the importance of building trust with clients and doing what is right rather than what is easy.

A Lancaster, Pennsylvania native, Sam moved to Richmond in July 2020. In his free time, he enjoys sports, the outdoors, traveling, music, fitness, and spending time with friends and family, including his wife, Madison.