Elevate Wealth Advisory
190 Hawthorne Park
Athens, GA 30606
Meet the Elevate Advisory Team
Our ‘ensemble’ approach helps ensure that investors and their assets are supported in far greater ways than what an individual manager can provide.
Deanne S. Rosso, CFP®
President & CEO, Wealth Adviser
Deanne’s wealth advice
Your scarcest resource is your time, align your financial resources with how you envision spending that time.
Charles J. Vickery, CLU, ChFC
Chuck’s Wealth Advice
There are two ways to get rich, slowly or never.
Clarke C. Holt
Clarke’s wealth advice
Have an investment plan and stick with it. Focus on what you can control.
Robert M. Fezekas, CFA
Rob’s wealth advice
Successful investing requires neither luck nor skill, just a good deal of patience and a little education.
David M. Jenkins
David’s wealth advice
Success in reaching your goals is the sum of all the little decisions you make along the way.
Advanced Planning Coordinator, Wealth Adviser
Deedee’s wealth advice
Set your life goals, make a plan, and stick to it.
Brian Rosso, CFA
Wealth Adviser Associate
Brian’s wealth advice
It’s better to look ahead and prepare than to look back and regret.
Dawn’s wealth advice
Today can be enjoyed while saving for tomorrow.
Client Support Adviser
Caroline’s wealth advice
It’s never too early to start saving for retirement.
Unless you are a financial expert, don’t try to do it yourself. Hire the right person to help you!