Vernon W. Holleman, III, CLU

Managing Director at Winged Keel Group
Summary
Vernon Holleman is the Managing Director of the Winged Keel Group's Washington, D.C. office, specializing in wealth transfer planning for ultra-affluent families.
With extensive experience in the life insurance profession, Vernon has a strong background in client relationship management and collaboration with advisors.
Prior to his current role, he led the Washington, D.C. division of BCG Companies and was the President of his father's firm, The Holleman Companies.
Vernon is a published author in industry publications such as Bloomberg Tax and Trusts & Estates, and is a frequent speaker on succession planning.
He is actively involved in various organizations, including serving as Co-Chair of the Washington, D.C. Estate Planning Council membership committee and being a member of the AALU.
Committed to his community, Vernon is a Trustee of the Federal City Council and a member of The Economic Club of Washington, D.C., with a background in board positions for local organizations.
Education-wise, Vernon studied Political Science & Public Policy for his Bachelor's Degree at the University of Denver after attending St. Albans High School.
His professional journey includes roles as Managing Director at Winged Keel Group, Principal at BCG Holleman, and President of The Holleman Companies, among other positions.
Vernon's dedication to the field is evident through his participation in industry organizations, speaking engagements, and commitment to community service.