Charles J. Vickery, CLU, ChFC
Founder, Wealth Adviser
Charles J. Vickery, CLU, ChFC
Founder, Wealth Adviser
Charles's Wealth Advice
There are two ways to get rich, slowly or never.
Charles's Best Life
Being able to spend time with family and friends doing the things I enjoy. The biggest concern of most retirees is running out of money. Being able to do the things you enjoy without worrying about money leads to an enjoyable, contented retirement.
About Charles
Charles J. (Chuck) Vickery is not only a wealth adviser at Elevate, but he founded the original company in 1982 as Vickery Financial Services. Chuck specializes in comprehensive wealth management. Financial education is a passion of Chuck’s, and since 1994 he has regularly taught retirement planning classes.
Chuck graduated from The University of Georgia with a Bachelor of Business Administration in Risk Management. He has been active in the Athens financial community since his 1972 discharge from the U.S. Army. His designations include Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
Active in the community, Chuck has served as president of the Georgia Tip-Off Club, the Northeast Georgia Chapter of the Society of Financial Service Professionals, the Classic City Rotary Club and as a trustee of the Georgia Rotary Student Program. Currently he is a member of Gridiron Secret Society, the Athens Touchdown Club, the Athens Quarterback Club, and the UGA President’s Club. He is an Emeritus Member at Athens Country Club. Chuck and his wife, Patsy, attend The First United Methodist Church.
Charles J. Vickery, CLU, ChFC
Founder, Wealth Adviser
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