Chuck's Wealth Advice
There are two ways to get rich, slowly or never.
Chuck'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.
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 planning for retirees and pre-retirees. Financial education is a passion of Chuck’s, and since 1994 he has regularly taught evening 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. He founded Vickery Financial Services in 1982. His designations include Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
Chuck and his wife Patsy are members of The First United Methodist Church. He is a past president of the Georgia Tip-Off Club, the Northeast Georgia Chapter of the Society of Financial Service Professionals, and the Classic City Rotary Club. He currently serves as a trustee for the Georgia Rotary Student Program.