A Legacy of Service
Elevate Wealth Advisory grew out of Vickery Financial, a planning firm with a legacy of service in the Athens, Georgia area that dates back nearly 40 years.
Vickery Financial founder Chuck Vickery was instrumental in planting the seeds for Elevate. His pragmatic and authentic approach to client management imparted the core pillars that our organization was built upon: ‘Treat people as you’d want to be treated,’ ‘learning is a lifelong opportunity,’ and – the one that encourages us the most in our evolution – ‘new day, new way.’
After nearly 14 years of working her way up through the ranks at Vickery Financial, Deanne Rosso purchased the firm and assumed leadership in 2019. Serving as President and CEO, Deanne is the visionary behind Elevate and is focused on building a deep, well-rounded team to ensure that the organization reaches its true potential.
New Day. New Way.
Elevate Advisory offers the core services that Vickery Financial’s clients came to expect and appreciate, including investment consulting, strategic financial planning, and ongoing wealth advisory. But by increasingly relying on our proprietary onboarding process and employing teamwork & collaboration, Elevate is able to provide those services with more depth, insight, and intellect than ever before.
With ever-increasing investment opportunities, philosophies, risks and rewards, we’ve grown to rely on an ‘ensemble’ approach to help ensure that investors and their assets are supported in far greater ways than what an individual manager can provide. This team-oriented model makes certain that the best interests of our clients are always front and center, while motivating each member of the Elevate team to offer strategies and solutions that stem from their own unique training and expertise.