Harrisonburg
In June 2021, Davenport expanded our reach into the Shenandoah Valley with the opening of our Harrisonburg office. Our experienced Financial Advisors strive to continuously strengthen relationships by communicating openly, managing wealth with transparency, delivering real value and taking a sincere interest in your life. It is this emphasis on client relationships that has helped us be named a Best Place to Work by Virginia Business and the Best of Virginia by Virginia Living.
Our associates are committed to the community where they work and live and possess a deep involvement in the organizations, institutions, and people within the Harrisonburg community. Our associates are committed to the community where they work and live and since opening have supported many local organizations, including, Young Life, Central Virginia Burn Camp, Habitat for Humanity, New Creation, Rockingham County Fair Association, Blue Ridge CASA and Rotary as a way to contribute to the Harrisonburg community.
We welcome you to contact our Harrisonburg office at (540) 383-6550 and get to know the Shenandoah Investment Group which includes Financial Advisors Abe Halterman, Raymond Gay, and Client Service Associates Tabby Diehl and Angela Sandridge. Financial Advisors Cameron Shah and Sean Philpott and Shannon Edwards, Client Service Associate, are also available to assist clients with their investment needs. We look forward to working with you!
Branch Manager: Shreve Rohle
Meet Our Advisors
Raymond Gay, CFP®, AIF®, CPFA®
Abram “Abe” R. Halterman
Sean M. Philpott, AAMS®
Contact us
Our team of advisors is ready to assist you with your financial goals.