Justin Davenport
CPA, CFP®, AEP® — Member & Senior Advisor
Having been with The Welch Group since 2019, Justin Davenport now serves as a Member and Senior Advisor at the firm. Before joining The Welch Group team, Justin spent four years working in tax accounting, where he developed valuable experience in individual, business, and estate taxation.
In his current role, Justin strives to provide clients with a comprehensive wealth management experience; however, he specializes particularly in tax planning, estate planning, and charitable giving strategies. He often helps families consider how these interconnected areas can support their goals for enjoying their wealth, giving to meaningful causes, and creating a lasting family legacy.
When Justin is not in the office, he and his wife Jennifer enjoy traveling to new countries, hiking, and trying many of the great restaurants in the Birmingham area.
Education
- Bachelor of Science with a degree in Accounting, Auburn University
- Master of Accountancy, Auburn University
Accreditations
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER® practitioner
- Accredited Estate Planner® designee
Professional Affiliations
- Member, Estate Planning Council of Birmingham
- Member, Financial Planning Association of North Alabama
- Member, Alabama Association of Charitable Gift Planners
- Member, American Institute of Certified Public Accountants
- Member, Alabama Society of Certified Public Accountants
Community Involvement
- Board Member, Sozo Children International
- Marriage Small Group Lead Team, Church of the Highlands