Qualifications
Senior Vice President, Investments
cmunford@investdavenport.com
Charlie grew up in the small town of Franklin, Virginia and spent his summers working in the town’s paper mill. After graduating from the University of Colorado, he followed in his father’s legacy and worked in the paper business. In 1993, he made a profession change and began his 30-year investment career. Charlie joined Davenport in 2008 as a Financial Advisor.
Invested in the community, Charlie has volunteered with McGuire Medical Hospital and served on the board of Offender Aid & Restoration (OAR).
Charlie is an avid sports fan and enjoys golfing, skiing and hiking. He and his wife, Torrey, relax by spending time in the mountains of Bath County, Virginia with their children and three dogs.
Charlie is Series 7, 63 and 66 registered with FINRA and is licensed to offer life and health insurance and annuities to clients. He is an Accredited Asset Management Specialist (AAMS®).
Associate Financial Advisor
nking@investdavenport.com
Nelson joined Davenport in 2018 as an Asset Management Performance Associate before transitioning to an Associate Financial Advisor in 2021. A graduate of the University of Mississippi, Nelson earned a BBA in Managerial Finance & Real Estate.
Nelson grew up in Fredericksburg, VA where he learned the importance of investing in your local community. Here in Richmond, he serves in several community based roles including executive board member at Richmond Ducks Unlimited; junior membership committee member at Commonwealth Club; and volunteering with Juvenile Diabetes Research Foundation.
In his free time, Nelson enjoys spending time with family and friends, duck hunting and golfing. When he is not outside, he likes to try new recipes in the kitchen and watch college football.
Nelson is Series 7 and 66 registered with FINRA and is licensed to offer life and health insurance and annuities to clients.
Registered Client Service Associate
(804) 780-2781
Kim began her financial services career at Scott & Stringfellow in 1993. During her time there, she held positions in Trading Support Operations, rising to the rank of Assistant Vice President. Having held positions throughout her career at UBS Financial Services, and Wells Fargo Advisors, Kim has amassed experience in many areas of the industry, including being a retirement plan specialist, and a registered client associate. According to Kim, the best part of her day is “helping clients with their needs, and keeping her advisors organized.”
Kim has earned her Series 7 and Series 63 securities registrations, and also holds life, health and annuity insurance licenses. Kim lives in New Kent County with her husband Brian and has one grown daughter who lives in New Bern, North Carolina.
In her spare time, Kim likes to work around her house and yard and loves playing with her two mini Australian Shepherds.