Client assets are generally invested in no-load mutual funds. We use Litman Gregory Analytics for our base investment platform. We invest our clients’ and our own families’ wealth using the asset allocation and funds recommended by Litman Gregory. Established in 1987, Litman Gregory has developed a national reputation in mutual fund manager due diligence and asset allocation. Learn more...
Through the team’s combined years of experience, we have had the opportunity to work with different types of retirement plans, custodians and Third-Party Administrators (TPAs) and have had experience with both bundled and unbundled programs. Davenport Watts & Drake Investment Advisors (DWD) manages individual investment accounts and group retirement plans. Learn more...
The Davenport Watts & Drake (DWD) team works with individuals and businesses developing comprehensive financial plans to include an inventory of financial information, clearly defined goals and objectives, and recommendations to be implemented. Areas of a plan include asset allocation assessment, education, retirement and investment goals, and business planning for executives and owners. Learn more...
Sonny graduated with a Bachelor of Science Degree in Accounting from Delta State University. He has practiced as a CPA and financial advisor for over 40 years. Sonny is active in St. Philips Episcopal Church, is an avid aviation enthusiast, and especially enjoys flying pets through Pilots N Paws Rescue Service (pilotsnpaws.org). He is the firm’s Chief Executive Officer.
Jane graduated with a Bachelor of Science Degree from Louisiana Tech University and later earned the Certified Financial Planner designation. Jane is a consultant with DWD while also working in spiritual formation and direction through the United Methodist Church, directing the Ross Lynn Charitable Foundation (www.rosslynnfoundation.org) and enjoying her four grandchildren.
Hank has a Bachelor of Science Degree in Business from Delta State University, a Master of Professional Accountancy Degree from Mississippi State University, and served as a Captain and pilot in the United States Air Force. He is a Certified Public Accountant (CPA) and has earned a Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants. He has been assisting his clients with taxes and financial planning over the course of his career and has practiced as a CPA and financial advisor for over 35 years. He is a member of our Investment Advisory Team and has served his community extensively. To name a few of his many hats, Hank served as an alderman of Port Gibson for 7 years, is head of the Wintergreen cemetery, leads the American Legion Post 54, has served on the Delta State University Foundation, has been an instructor at Alcorn State University, and served as one of the commissioners of the Grand Gulf military park.
Ellen earned both a Bachelor and a Master of Professional Accountancy from Mississippi State University. She has over 25 years of experience in accounting, legal, and financial services, having worked in public accounting in tax, for the Mississippi Public Employee Retirement System, in banking, and for both employee benefits and estate planning & probate attorneys. She is a member of our investment advisory team, works with employers and their retirement plans, and completes special projects for individual clients. Ellen is an active member of Grace Crossing Baptist Church and the Germantown High School Band Booster program.
Linda has over 35 years of experience in various aspects of client services. She is responsible for maintaining our Fidelity Investment accounts and maintains our correspondence services.
Suzie has a Bachelor of Science Degree in Accounting from Mississippi State University. She is responsible for concierge services for clients, directs the implementation of the business development plan designed by the team, and is a member of the investment advisory team. Suzie is an active member of Chapel of the Cross Episcopal Church in Madison and has served on the vestry and chaired several fundraising events.
Doug graduated from Millsaps College with a Bachelor of Science degree, earned a Master of Arts from SUNY at Buffalo, and his Doctorate from Arizona State University. He taught college before joining the firm and has since earned both the National Social Security Advisor (NSSA) certification and Behavioral Financial Advise (BFA™) certification.
Davenport Watts & Drake Investment Advisors, LLC (DWD) is a Registered Investment Adviser, duly registered with the State of Mississippi in accordance and compliance with applicable securities laws and regulations. In that the firm may only transact business in states in which it is properly registered as an independent advisor or in which it is exempted or excluded from the registration requirement, only residents of the State of Mississippi and those states with an established de minimis rule may receive investment advisory support services accordingly from DWD. DWD does not render personalized investment advice over the internet. In no event shall the presence of this website on the internet be interpreted or construed as a solicitation to provide investment advisory services outside of the State of Mississippi or outside of those states with an established de minimis rule regulating the sole and exclusive jurisdiction in which DWD is registered as an investment adviser. In the future, should DWD seek to solicit investment advisory clients in states outside of the State of Mississippi or outside of those states with an established de minimis rule, an investment advisor registration would first be procured by the firm in such state or states outside of the State of Mississippi or those states with an established de minimis rule.