John Davenport
Meet John Davenport: Your Financial Advisor In Norwalk
Trusted
Experienced
Professional
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.
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, 2024•3 min read
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, 2024•4 min read
Discover tax-saving strategies in estate planning with Wealth management services. Learn about trusts, gifting, and charitable giving to reduce estate taxes and secure financial stability for your hei... ...more
Estate Planning
November 26, 2024•3 min read
Norwalk: 800 Connecticut Ave Suite E401, Norwalk, CT 06854
Office: (203) 853-6300
Email: [email protected]
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