AeroLeads people directory · profile
Deanne Rosso, Cfp® Email & Phone Number
President and CEO
at
Elevate Wealth Advisory
1 work email found
@vickeryfinancial.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
President and CEO
Location
Athens, Georgia, United States
Company size
Who is Deanne Rosso, Cfp®? Overview
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Quick answer
Deanne Rosso, Cfp® is listed as President and CEO at Elevate Wealth Advisory, a company with 16 employees, based in Athens, Georgia, United States. AeroLeads shows a work email signal at vickeryfinancial.com and a matched LinkedIn profile for Deanne Rosso, Cfp®.
Deanne Rosso, Cfp® previously worked as President/CEO at Elevate Wealth Advisory and Partner, Wealth Adviser, CFP® at Vickery Financial Services, Inc.. Deanne Rosso, Cfp® holds Bsfcs, Consumer Economics from The University Of Georgia.
Company email context
Email format at Elevate Wealth Advisory
This section adds company-level context without repeating Deanne Rosso, Cfp®'s masked contact details.
{first}@vickeryfinancial.com
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AeroLeads found 1 current-domain work email signal for Deanne Rosso, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Deanne Rosso, Cfp®
Ever think about things you'd like to do or accomplish "someday"? At Elevate Wealth Advisory, we help our clients make someday possible by equipping them with the resources to confidently live their best lives. It shouldn't have to be a puzzle! Our Design/Build/Protect process uncovers what's really important to you--both personally and financially--enabling us to fit the pieces into the best long-term plan for you.
Listed skills include Wealth, Retirement Planning, Investments, Investment Advisory Services, and 21 others.
Current workplace
Deanne Rosso, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Elevate Wealth Advisory
10 roles
Deanne Rosso, Cfp® work experience
A career timeline built from the work history available for this profile.
President/Ceo
Current
Jun 2018 - Present
Partner, Wealth Adviser, Cfp®
No matter what your vision of future success may be, we believe every investor can have a Successful Investing Experience. Focusing on four key components, our academic-based investing methodology combined with studies of investor behavior allow us to help our clients make smart financial decisions.
Jun 2014 - Jun 2018
Wealth Adviser
Jan 2009 - Jun 2014
Chair, Community Partners
Junior League Of Athens
Jun 2014 - Feb 2023
Chair, Signature Project Committee
Junior League Of Athens
Aug 2012 - May 2014
Board Member
Jan 2014 - Feb 2023
Chair, Ambassadors Committee
Athens-Clarke County Chamber Of Commerce
Jan 2013 - Dec 2013
Paraplanner & Executive Assistant
Vickery Financial Services, Inc.
Aug 2005 - Jan 2009
Accounting Manager
Carefree Homes, Inc.
Jan 2002 - Aug 2005
2 education records
Deanne Rosso, Cfp® education
Bsfcs, Consumer Economics
Cfp Certification Professional Education Program
FAQ
Frequently asked questions about Deanne Rosso, Cfp®
Quick answers generated from the profile data available on this page.
What company does Deanne Rosso, Cfp® work for?
Deanne Rosso, Cfp® works for Elevate Wealth Advisory.
What is Deanne Rosso, Cfp®'s role at Elevate Wealth Advisory?
Deanne Rosso, Cfp® is listed as President and CEO at Elevate Wealth Advisory.
What is Deanne Rosso, Cfp®'s email address?
AeroLeads has found 1 work email signal at @vickeryfinancial.com for Deanne Rosso, Cfp® at Elevate Wealth Advisory.
Where is Deanne Rosso, Cfp® based?
Deanne Rosso, Cfp® is based in Athens, Georgia, United States while working with Elevate Wealth Advisory.
What companies has Deanne Rosso, Cfp® worked for?
Deanne Rosso, Cfp® has worked for Elevate Wealth Advisory, Vickery Financial Services, Inc., Junior League Of Athens, Athens Area Chamber Of Commerce, and Athens-Clarke County Chamber Of Commerce.
How can I contact Deanne Rosso, Cfp®?
You can use AeroLeads to view verified contact signals for Deanne Rosso, Cfp® at Elevate Wealth Advisory, including work email, phone, and LinkedIn data when available.
What schools did Deanne Rosso, Cfp® attend?
Deanne Rosso, Cfp® holds Bsfcs, Consumer Economics from The University Of Georgia.
What skills is Deanne Rosso, Cfp® known for?
Deanne Rosso, Cfp® is listed with skills including Wealth, Retirement Planning, Investments, Investment Advisory Services, Wealth Management Services, Investment Advisory, Finra, and Finance.
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