CFP

    David Calliott

    Vice President

    Calliott, Demeter & Harrell Investment & Wealth Advisors of Davenport & Company LLC
    Virginia Beach, VirginiaNo minimum minimum

    About David

    Trusworthy, knowledageable, and reliable. Our team, Calliott, Demeter & Harrell Investment Advisors, provides custom tailored investment guidance, retirement planning, and comprehensive wealth management for individuals, families, and institutions across the United States. Our team of six has more ...

    Areas of focus

    Financial PlanningInvestment ManagementTax PlanningRetirement PlanningPortfolio ConstructionSuccession PlanningCash Flow Analysis

    Credentials & background

    Designations

    CFP

    Licenses

    Series 7Series 66

    Education

    Bachelor of Science in Finance Virginia Polytechnic Institute and State University (Virginia Tech) (2011)

    Clients served

    RetireesHigh Net Worth IndividualsSurviving SpousesBusiness OwnersWealthy FamiliesInheritorsProfessional AthletesTech EmployeesDoctorsHealthcare Workers

    The firm

    Calliott, Demeter & Harrell Investment & Wealth Advisors of Davenport & Company LLC