David C. Holley, CLU

David C. Holley, CLU

President

David Holley began his financial service career in 1987, building on his degree in Business and Economics from Belmont Abbey College and fourteen years of experience in  journalism and advertising.  In 1994, he brought that education and experience together as he formed the financial services firm now known as Vision Financial Group.  VFG emphasizes a comprehensive approach to retirement planning and financial services.

As an Investment Advisor Representative of Lincoln Financial Securities, David specializes in investment money management and retirement wealth preservation and distribution planning.  He has earned the professional designation of Chartered Life Underwriter and has extensive education in Advanced Estate Planning, Executive Benefits and High Net Worth Clients.  Because of his experience and knowledge, David is a frequent guest speaker in seminars on life planning, elder care and asset protection, and has conducted many successful workshops in these areas.

Phone 7576738451
Fax 7576738452