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David Calliott, CFP® | Financial Advisor

Profile img for David Calliott, financial advisor at Davenport & Company
Virginia Beach, VA
David Calliott, CFP®
Financial Advisor
Vice President at
Davenport & Company

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
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 than 120 years of combined investment experience, allowing us to help clients develop a plan to create, manage, preserve, and distribute wealth in a tax0efficient manner. Our team includes: Three CERTIFIED FINANCIAL PLANNERS™ One Chartered Financial Analyst One Chartered Retirement Plans Specialist Two experienced Registered Client Service Associates For more information: www.InvestDavenport.com/CDH
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Specialties and Expertise

8
Retirement Income
High Net Worth Planning
Portfolio Construction
Tax Minimization Investment Strategies
Endowments & Charities
Succession Planning
Cash Flow Analysis
College Planning

Clientele

10
Retirees
High Net Worth Individuals
Surviving Spouses
Business Owners
Wealthy Families
Inheritors
Professional Athletes
Tech Employees
Doctors
Healthcare Workers

Credentials and Designations

3
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Certified Financial Planner™

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Series 7 - General Securities Representative Exam

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Series 66 - Uniform Combined State Law Exam

Education

1
Virginia Polytechnic Institute and State University (Virginia Tech)Bachelor of Science in FinanceYear Obtained: 2011
Quick Facts About David
Years of Experience:13 yearsMember since:2022

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Tax Planning

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Retirement Planning

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Pricing Models

AUM

Proof of License

BrokerCheck
SEC Profile
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Virginia Beach, VA
David Calliott, CFP®
Financial Advisor
Vice President at
Davenport & Company
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