Our Team

“I do what I do because I love to help people reach their life goals through financial planning,” says Kevin Davenport, founder of Davenport Wealth Management, a boutique firm based in Cleveland, Ohio. “What I find rewarding is when someone shares their dreams with me, and our team helps them develop and execute a plan to realize their personal vision.”

Kevin has over two decades experience in wealth management. Before founding Davenport Wealth Management, he spent time with National City Bank (now PNC), Merrill Lynch, and Northwestern Mutual. Kevin developed a focus on strategic, diversified approaches to wealth building aligned with his clients’ personal goals and unique situations. But after more than 15 years at larger corporations, he was chafing at the big firm approach.

“I just eventually came to the conclusion that I needed to realize my vision and establish my own culture for service – in my eyes, clients are relationships, not transactions,” Kevin says. “I wanted my firm to be independent and free to act in our clients’ best interests, without any pressure to meet sales goals. So that is how Davenport Wealth Management was born – on a foundation of client service and relationships.”

With this goal of providing superior service in mind, Kevin founded his independent firm in 2013, and has continued to pursue his passion to great success. His past clients came with him, and he continued to add new ones, while recruiting other wealth advisors to join his team as the client base grew. But for Kevin, the reward has stayed the same.

“I’ve been at this for 25 years now, so I’ve had the opportunity to see clients send their children and grandchildren to college and watch them go confidently into retirement and do the things they’ve been dreaming of their entire working career,” says Kevin. “Knowing that we played a part in it is an incredible feeling.”

Kevin’s interest in finance and wealth building, as a way to help people, began early with an accounting class in high school and continued at Baldwin Wallace University, where he majored in Business Administration and still found time to play on the football team. Away from work, Kevin enjoys spending time in the Metroparks Rocky River Reservation near his home in Berea.

Designations and registrations:

Accredited Investment Fiduciary^® (AIF^®)
FINRA Series 6, 7, 63, and 66 securities registrations (held through Commonwealth Financial Network^®)

Life and health insurance licenses

“I’ve always worked in customer service, and I love helping people in any way, shape, or form,” says Maggie Zeller, one of the Client Service Associates at Davenport Wealth Management. “My favorite part of this job is the people – our team and our clients.”

The position at Davenport was attractive to Maggie for several reasons – she knew her client service skills would be put to great use; she was excited about the chance to learn from a top-notch financial adviser; and she was seeking a positive, dynamic team environment. Maggie describes herself as “kind of a software geek” with a real attention to details, and she enjoys the chance to put that part of her mind to good use at the office.

At Davenport, Maggie prepares documents for clients, from updating beneficiaries to opening new accounts, keeping the firm calendar, schedules meetings, connects with outside vendors, and ensures the advisors are setup for success when meeting with clients.

“This is a truly positive place to work – everyone gets along and is passionate about helping our clients. It’s nice to be part of a true team.” Maggie sees Kevin as setting that strong team culture from the top. “Kevin has a great personality and really cares for our clients. He is personable and professional all at once and a real detail person – when I was applied for the role he asked me to show my skills by answering sample client emails.”

When she is not at the office, Maggie enjoys Cleveland’s culinary options and its great arts and culture scene. Maggie is a native Clevelander who earned her BA from Cleveland State and then headed out west for a new adventure in California and Arizona. Missing home and family, she moved back to Northeast Ohio and joined Davenport in her current role.  “I feel really fortunate to have found a place like Davenport Wealth Management – it is an awesome team that enjoys each other’s company and love what we do.”

“The pace here is exciting, the people are fantastic, and the work is meaningful” is how Stephanie Jay describes her days at Davenport Wealth Management. Stephanie is one of Davenport’s two Client Service Associates, dedicating her days to providing the key background support for clients within the firm.

“I truly value the team atmosphere here –everyone is looking out for each other and pulling in the same direction. You don’t see that everywhere, and it has benefits to employees and to our clients. It’s a credit to Kevin for setting the tone and creating that kind of culture here.“

Stephanie has always enjoyed numbers, and naturally gravitated to the financial planning and wealth management industry. “I’m an organized, detail-oriented person, so that helps in a position like this. I am also a huge proponent of customer service – it really matters, so I enjoy making sure things run smoothly and people are taken care of here.”

Stephanie earned her BS in Management from Purdue University, where she also met her husband. Following college, she gained experience in support and sales roles for private businesses, which helps her understand Davenport’s clients, their needs, and their priorities. Stephanie also acquired industry knowledge in her most recent role for another financial planning and wealth management firm.

As Client Service Associate, Stephanie’s role is to support the advisor team with client engagement. This includes preparing client documents, scheduling meetings, running reports, updating procedures, marketing the firm, and ensuring that when advisors meet with clients, they have everything they need in hand. On follow up, Stephanie helps ensure that Davenport client files and paperwork are always up to date – from updating beneficiaries to ultimately following up with clients on signatures and completing all the documentation necessary to move financial plans into action.

Stephanie knew during her interview process that Davenport was the right place for her– an active office where she could maximize her skills, with a team looking to provide superior service and grow the business. “Kevin is a great leader – he’s very supportive and appreciative. You walk in the door in the morning, and it’s a great feeling to be here. Our team really cares about each other and about doing a great job for our clients. Our mission is to help our clients make strong long term financial decisions, and we do that. I know my talents are being put to good use here.”