Mathis Wealth Management of Davenport & Company LLC

In April 2024, I made the decision to move my wealth management practice to Davenport & Company LLC.  Prior to joining Davenport, I was a financial advisor at Edward Jones for 26 years. During my career, I have mentored and coached newer financial advisors, have lectured and taught training classes, and ran advanced workshops on topics ranging from portfolio building to estate considerations to tax-efficient investing strategies. I am proud to say that for the past three years I have been named as one of Forbes Best-in-State Wealth Advisors in North Carolina.*

I collaborate with my clients to offer customized strategies to help them achieve their financial goals. From a widow who is courageously facing the next chapter of life, to an entrepreneur whose long hours and risk-taking have finally paid off. From an executive who wants to help ease the burden of beloved heirs, to a business owner who wants to help employees prepare for retirement.

I graduated from William & Mary with a BS in Finance and attended North Carolina State’s Masters in History program. Throughout my career my wife, Lisa, has been my biggest supporter. Our two children fulfilled a dream by attending and graduating from our Alma Mater, William & Mary in Williamsburg, Virginia. Outside of work, I am committed to giving back to my community and have served as a past board president for Temple Theater. I enjoy playing golf and pickle ball, and classic cars.

*2022-24 Forbes Best-in-State Wealth Advisors for NC, awarded 1st quarter each year, research by SHOOK Research, LLC. Data as of June of the previous year. Compensation provided for using, not obtaining, the rating.

Jackie was a Senior Branch Office Administrator at Edward Jones for 22 years before joining Davenport in April 2024. Recognized for excellence, Jackie received several awards for Level Achievements while at Edward Jones. Jackie’s utilizes her insurance experience and customer service skills to assist the team’s clients. Jackie earned an associate degree in Criminal Justice from Central Carolina Community College. Jackie has one son and two grandchildren who she enjoys taking to taekwondo and dance classes. She enjoys watching and attending NC State and Carolina Hurricanes games, loves animals and her hobbies include reading, crafting, drawing and sketching.

Riquita joined Brian and Jackie in transitioning their practice to Davenport in April 2024. Prior to joining the firm, she was a Branch Office Administrator at Edward Jones. An integral member of the team, she handles administrative and operations needs and provides account assistance for clients. Riquita attended Fayetteville State University where she studied communication and media studies. In her free time, she and her husband Jay enjoy creating and performing music.