Elevate Wealth Advisory

06/02/2026

A big congratulations to Preston Wilkie on his promotion to Service Team Manager.

If you’ve worked with Preston, you know how much he cares about our clients and the experience they have with our team.

In this expanded role, he’ll continue serving as an Associate Adviser while helping lead and support our service team—and we couldn’t be more excited to see him step into this.

05/31/2026

Happy Birthday to our Hospitality Coordinator, Salinda!

Salinda is one of those people who makes everyone feel welcome the moment they walk in. Between her kindness, creativity, and quiet sense of humor, she brings so much to our team—and she’s always the first to jump in and help.

We’re lucky to have her!

05/29/2026

ICYMI!

Our recent webinar on retirement transitions is now available to watch on our YouTube Channel. Tune in as our President & CEO Deanne Rosso walks through how each phase of retirement fits together—and how to think about your money along the way.

Watch here: https://bit.ly/4uZxpNe

Enjoy a practical, real-world look at how retirement planning chang...

05/27/2026

There’s always something happening in the markets.

In this latest market update, our Director of Investment Policy Robert M. Fezekas, CFA walks through what’s going on and helps put it into perspective. Because staying informed is important—but staying grounded is even more important!

05/26/2026

It's been one year since Aidan came to us as an intern, working with us for just a few weeks before heading overseas for UGA Study Abroad. He then returned to us part-time, diligently serving our hospitality, marketing, and client service teams. Thanks, Aidan, for all you have contributed to Elevate!

05/25/2026

On this Memorial Day, we reflect with gratitude and respect for those who made the ultimate sacrifice, and we keep their families and loved ones in our thoughts.

Wishing everyone a meaningful and reflective Memorial Day.

05/21/2026

Travel is a big part of many retirement plans—and it’s something we value, too. Adventures With Elevate is our way of celebrating the places our team and clients love to explore!

This month's we’re hitting the road with our Director of Tax Services and Wealth Adviser Associate, Ben Hall and his family.

Their go-to trips range from city energy to laid-back escapes—they loved exploring Times Square, catching a show on Broadway, walking across the Brooklyn Bridge, and relaxing in Central Park during a memorable trip to New York City, while Sedona, Arizona stood out for its incredible red rock scenery and hiking trails, and the Florida Panhandle remains a favorite they keep returning to for its beautiful beaches and clear water.

If you have a trip coming up, let us know—we’ll send you some Elevate swag so you can take us along for the journey!

05/18/2026

We’re excited to share that Clarke Holt has been promoted to Chief Compliance Officer, expanding his role on our team.

Clarke continues to serve clients as a wealth adviser while also helping lead our firm behind the scenes—and as our longest tenured adviser after our founder Chuck Vickery, his experience is invaluable.

Clarke recently guided us through our SEC review, and his steady leadership helps ensure everything we do is thoughtful, thorough, and done to the best of our ability.

We’re grateful for all that Clarke brings to our team and our clients!

05/16/2026

We’re so thankful for our community! Because of your support, we’ve been named a Top 3 finalist in several categories in the Community Choice Awards.

🏆 Best Financial Planning Services
🏆 Best Financial Planner - Brian Rosso
🏆 Best Investment Firm
🏆 Best Place to Work
🏆 Best Overall Leadership

It means a lot to be recognized alongside so many great local businesses—and even more to serve the people who made it possible.

Thank you, Athens!

05/13/2026