Murray Anderson Wealth Management

John utilizes his more than 27 years of industry experience to create and execute customized wealth management strategies for clients through the team’s multi-disciplinary approach to serving client needs.

In 2010, John earned the Accredited Investment Fiduciary^® professional designation from the Center for Fiduciary Studies. As an Accredited Investment Fiduciary^®, John has both the knowledge of fiduciary responsibility and the duty to exercise care, skill and objectivity in recommending and reviewing investment options. John also holds his FINRA Series 7, 31, 63, and 65 registrations and his Life, Health and Variable Annuity Insurance licenses.

John began his career in 1995 as a Financial Advisor with the Greensboro office of Legg Mason, which was eventually acquired by Citi Smith Barney. In 2009, John, along with six of his fellow colleagues, established the Greensboro office of Davenport & Company.  

John earned a B.A. in Economics from Virginia Tech. He served five years as Board Chair of Piedmont Classical High School, a public charter high school, and is a member and past President of the Greensboro Airport Rotary Club. He is also a member of the Greensboro Sports Council. John and his wife, Angie, have two children. In addition to spending time with family, John enjoys fly-fishing, playing golf and traveling.

With over 22 years of experience in the financial industry, Cecelia provides clients with a wide range of investment services. As a Financial Advisor, she helps clients reach their long-term financial goals by developing, communicating and implementing an investment plan specific to each client. Cecelia works closely with clients to create comprehensive financial plans that serve as guides to and throughout retirement.

Cecelia holds the Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning and serves as the Branch Manager of Davenport’s Greensboro office. She is FINRA Series 7, 9/10, 63, and 65 registered and also holds her Life, Health and Variable Annuity Insurance licenses, as well as her Long Term Care Insurance license. 

Cecelia began her career at Prudential Securities in Washington, D.C. and remained with the firm as it transitioned to Wachovia Securities. In 2008, she returned to North Carolina and joined Citi Smith Barney as a Financial Advisor Associate, until leaving with colleagues to establish the Greensboro office of Davenport & Company in 2009.

Cecelia earned a B.A. in Economics from The University of North Carolina at Chapel Hill. Invested in her community, she has helped plan fundraising events for many local nonprofit organizations. Cecelia is a past member of the Guild of Family Service of Greensboro and she Co-Chaired the 2018 and 2019 Greensboro Children Museum’s Gala. She is an active member of the Women’s Professional Forum, currently serving as President. Cecelia also serves as Assistant Treasurer for the Greensboro Academy Boosters Leadership Team.

Cecelia and her husband Brian have two young children. In her free time, she enjoys hiking, cooking, traveling, and cheering on the Tar Heels.

Patti is instrumental in managing client service operations for Murray Anderson Wealth Management. She interacts closely with clients on a daily basis and handles the opening of new accounts and operational requests. Patti has been working in the financial services industry for 22 years. Prior to joining Davenport & Company in 2009, she worked at Legg Mason/Citi Smith Barney. 

Patti earned a B.A. in English Literature from Belmont Abbey College – Sacred Heart Campus in North Carolina. Active in the community, she has volunteered as a patient and family volunteer with Hospice of Greensboro and with Triad Health Project. In her free time, Patti enjoys spending time with family, traveling, antiquing, gardening and reading.

Coleton joined Davenport in January 2023 as a Client Service Associate for Murray Anderson Wealth Management. Coleton, a graduate of UNC Greensboro, earned his Bachelor’s degree in Kinesiology. Prior to joining Davenport, he worked as an Internal Wholesaler at a financial services firm. He holds his Series 7 and 66 registrations with FINRA.

Outside of work, Coleton enjoys playing golf and pickleball, rooting for the Virginia Tech Hokies, and hanging out at the lake with his family.