Vernon W. Holleman

WORK HISTORY

EDUCATION

ABOUT VERNON W. HOLLEMAN

Vernon is Managing Director of Winged Keel Group’s Washington, D.C. office. As a Client Relationship Manager with deep roots in the life insurance profession, he works closely with ultra-affluent families and their advisors on wealth transfer planning. He additionally spearheads the ongoing development of Winged Keel’s presence in the greater Washington, D.C. area in collaboration with the firm’s Principals. Prior to joining Winged Keel Group in 2019, Vernon oversaw the Washington, D.C. division of BCG Companies, known as BCG Holleman. Vernon joined his father’s life insurance firm, The Holleman Companies—which ultimately merged with BCG Companies—in 1994 and became President in 2001. Vernon has been published in industry and trade publications, such as Bloomberg Tax and Trusts & Estates, and frequently speaks on the topic of succession planning. He serves as Co-Chair of the membership committee for the Washington, D.C. Estate Planning Council and is a member of the Association for Advanced Life Underwriting (AALU). He previously served as President of the District of Columbia Association of Insurance and Financial Advisors from 2003 to 2004. He is also dedicated to his community as a second-generation Washingtonian and is a current Trustee of the Federal City Council and member of The Economic Club of Washington, D.C. He has held several prior board positions for local organizations such as the Washington DC Police Foundation. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Winged Keel Group is independently owned and operated. CA Insurance License #0F06132. Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.