John Davenport

Trusted Financial Advisor in Norwalk, Connecticut

Meet John Davenport: Your Financial Advisor In Norwalk

  • Trusted

  • Experienced

  • Professional

John Davenport

Meet John Davenport: Your Trusted Financial Advisor in Norwalk, Connecticut

John Davenport - Founder | President - Davenport & Associates, Inc

John Davenport has his undergraduate degree from the University of Notre Dame, his MBA in fFinance from Fordham University, and his law degree from Pace University. John Davenport's professional licenses include FINRA Series 6, 7, 63, and 65. John is also a fully licensed insurance broker as well as a licensed attorney in the states of New York and Connecticut.

Before founding Davenport & Associates in 1997, John Davenport served as a corporate office for TIAA – CREF, an attorney for a large estate planning firm in New York, and as an Executive Vice President and Wealth Planner for Merrill Lynch. John Davenport is a member of the New York and Connecticut State Bar Associations and a Fellow of the Life Office Management Association.

Blog Posts

John Davenport has been seen on Connecticut Channel 12 and has been quoted in articles in the Journal News and other business publications. John Davenport won the 2006 Forbes Small Business Award and Davenport & Associates was featured in the May 2010 issue of Forbes magazine.

Top 5 Estate Planning Mistakes to Avoid | Davenport & Associates

Top 5 Estate Planning Mistakes to Avoid | Davenport & Associates

Avoid common estate planning mistakes to protect your assets and achieve your Estate Planning goals. Learn tips for updating plans, managing digital assets, and tax-efficient planning from John Davenp... ...more

Estate Planning

December 11, 20243 min read

How to Prepare Your Family for Wealth Transfer | Davenport & Associates

How to Prepare Your Family for Wealth Transfer | Davenport & Associates

Learn essential tips for wealth transfer with John Davenport from Davenport & Associates in Norwalk, CT. Discover how to communicate with family, organize documentation, and secure a smooth asset tran... ...more

Estate Planning

December 04, 20243 min read

Beneficiary Designations vs. Wills: Understanding Asset Transfer in Estate Planning | Davenport & Associates

Beneficiary Designations vs. Wills: Understanding Asset Transfer in Estate Planning | Davenport & Associates

Learn the differences between beneficiary designations and wills in estate planning from Davenport & Associates. Find out how each impacts asset transfer, tax-efficient planning, and securing your fin... ...more

Estate Planning

November 28, 20244 min read

Norwalk: 800 Connecticut Ave Suite E401, Norwalk, CT 06854

Office: (203) 853-6300

Davenport & Associates

Copyright 2024 | John Davenport | Davenport & Associates