Papa Wealth Management Of Davenport & Company LLC

Before joining Davenport, Mario was a registered representive for eight years with a regional brokerage firm in Virginia. He entered the financial services industry after a career as a Business Development Representative for Chesebrough-Ponds USA, Inc., a division of Fortune 1000 company Unilever. Mario was the third generation of his family to serve his country as a Navy Flight Officer. He flew missions with VAW-121 off the USS Franklin D Roosevelt during the Arab-Israel war of 1973 and also served as the squadron’s legal officer.

Mario graduated with a B.S. in Economics from Villanova University and earned his CERTIFIED FINANCIAL PLANNER^® designation from the College for Financial Planning. He is Series 7, 63 and 65 registered with FINRA and licensed to offer long-term care insurance, annuities and life insurance. Mario has taught classes in financial planning, mutual funds and retirement planning at local area adult education programs and college night school programs for twenty years. Mario won the outstanding instructor award from Old Dominion’s Center for Global Business and Executive Education.

Mario is an active participant in various volunteer activities for St. Nicholas Catholic Church. In his spare time, he enjoys reading about economics, politics, sociology and psychology. Mario and his wife, Lois, have two children and enjoy taking family outings to the beach where he enjoys swimming in the ocean.

Anthony specializes in portfolio construction, asset allocation and financial reporting. Before joining Davenport in 2021, he worked for 12 years at Fannie Mae as a lead accountant in Multifamily Loans and project lead for various finance initiatives. In his roles at Fannie Mae, Anthony was often called upon to provide mentoring and training for junior staff as well as management and review of production and project assignments. Prior to his tenure at Fannie Mae, he worked at two regional banks where he interacted extensively with external auditors and regulators, managed federal funds short-term liquidity and performed credit analysis on bond portfolios. 

Anthony graduated from the University of Virginia with a B.S. in Business Management and George Mason University with a Master of Business Administration. He is Series 7 and 66 registered with FINRA and licensed to offer long-term care insurance, life insurance and annuities. 

Anthony has volunteered with various organizations including Junior Achievement and Habitat for Humanity. In his spare time, he enjoys training for triathlons and family outings at the beach.

Katey began her career in 1995 as a Shareholder Account Representative with American Funds Service Center. Before joining Davenport in December 2004, she worked as a Sales Assistant with D. Barry Iacono & Associates where she was responsible for managing various client services and reports.

Katey is Series 7 and 66 registered with FINRA. In her role as a Client Service Associate, she is responsible for overseeing the group’s client relationships and operations.