About Brian

Brian Rosso joined Elevate Wealth Advisory in 2023 and played a key role in building out the firm’s ensemble model, combining deep client relationships with a highly efficient and collaborative service team. As Vice President, Brian works closely with clients and advisers to implement the firm’s long-term wealth strategies while helping lead the operational execution that supports an exceptional client experience.

Brian brings more than a decade of experience across investment management, portfolio construction, wealth management, and firm processes. Prior to joining Elevate Wealth Advisory, he spent nine years as a Portfolio Management Analyst and Investment Committee Member at Stadion Money Management, where he managed more than $3 billion in institutional and personal assets.

At Elevate, Brian combines his investment management background with a strong focus on evidence-driven investing, forward-thinking financial planning, and disciplined execution. He places particular emphasis on advanced tax planning strategies, Social Security and Medicare planning, and complex charitable gifting strategies designed to complement and enhance each client’s overall financial plan. Brian believes that effective wealth management extends beyond managing investments—it requires thoughtful planning around the important financial decisions clients and their families face throughout their lives.

Brian graduated from University of Georgia in 2014 with a Bachelor of Business Administration in Banking and Finance from the Terry College of Business. In 2019, he fulfilled the experience and examination requirements to earn the Chartered Financial Analyst (CFA®) designation, a globally recognized credential emphasizing investment analysis, portfolio management, financial markets, ethics, and professional standards. His background in institutional investment management and personal wealth management provides him with a broad perspective on portfolio strategy, risk management, and the practical implementation of investment recommendations.

Outside of the office, Brian enjoys playing golf and competing in bass fishing tournaments. He also prioritizes spending quality time with his wife, Heather, their three boys—Braxton, Bryce, and Bowen—and black lab, Bella. The family enjoys watching the Dawgs play in the fall and spending as much time as their schedule allows at Lake Hartwell and Hilton Head Island.