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William V

Series 65

Richm0nd, VA

Vernon Management Group, Incorporated

William Vernon is a financial advisor at Vernon Management Group, Incorporated, with a Series 65 credential and three years of industry experience. Prior to joining Vernon Management Group, he worked at the Country Club of Virginia and spent 15 years in education. Vernon Management Group serves individual and high-net-worth clients, trusts, estates, pension plans, and other entities, primarily through separately managed accounts. The firm emphasizes a proprietary, trend-focused investment process that incorporates technical analysis, charting, and backtesting, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Richard V

Series 65

Richm0nd, VA

Vernon Management Group, Incorporated

Richard Vernon is a financial advisor at Vernon Management Group, Incorporated with six years at the firm and three years of industry experience. He holds a Series 65 designation. Outside of his advisory role, Vernon is the owner of Blue Sky Life & Annuities, a business that sells life insurance and fixed annuities. Vernon Management Group serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, primarily through separately managed accounts. The firm employs a proprietary, trend-focused investment approach based on technical analysis and active daily portfolio monitoring.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Richard V

Series 63, Series 65

Richmond, VA

Vernon Management Group, Incorporated

Richard Vernon is a financial advisor with Vernon Management Group, Incorporated in Richmond, VA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, having been with Vernon Management Group since 1996. Vernon Management Group serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and other entities, primarily through separately managed accounts. The firm employs a proprietary, trend-focused investment process that utilizes technical analysis and active monitoring, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Active portfolio management Options & derivatives strategies Concentrated stock management
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