Vee Holcomb is a Wealth Strategist for the Alpharetta office of Owenby Jones Wealth Management, LLC, where he works alongside Jonathan to develop and implement strategies tailored to each client’s financial goals. His responsibilities include building and analyzing financial plans, conducting investment research, assisting with portfolio construction and trading, facilitating money movement, and evaluating planning opportunities across a client’s financial picture. He also plays an active role in client communications and meeting preparation, helping the team identify strategies designed to keep clients on track toward their short- and long-term objectives.
Prior to joining Owenby Jones, Vee completed two summer internships at SignatureFD, where he gained hands-on experience in wealth management and supported client service initiatives. He also demonstrated his entrepreneurial drive by starting and operating his own lawn care business, HLOJ.
Vee earned his bachelor’s degree in finance from Auburn University. He holds the Series 7 registration through LPL Financial and the Series 66 (65) through Wealthcare. He is also licensed in Georgia for Life, Accident and Sickness insurance and Variable Products. As he continues to expand his experience in financial planning and investment management, Vee’s long-term goal is to become a Wealth Advisor, building lasting relationships with clients and helping individuals and families make informed financial decisions throughout every stage of life.
A Georgia native, Vee enjoys staying active, whether in the gym or on the golf course, and is actively involved in his church. A proud Atlanta Braves fan, he values spending time with family and giving back to his community.