Deanne Rosso, Cfp®

Deanne Rosso, Cfp® Email and Phone Number

President and CEO @ Elevate Wealth Advisory
Athens, GA, US
Deanne Rosso, Cfp®'s Location
Athens, Georgia, United States, United States
Deanne Rosso, Cfp®'s Contact Details

Deanne Rosso, Cfp® work email

Deanne Rosso, Cfp® personal email

n/a
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.

Deanne Rosso, Cfp®'s Current Company Details
Elevate Wealth Advisory

Elevate Wealth Advisory

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President and CEO
Athens, GA, US
Website:
elevate-wealth.com
Employees:
16
Deanne Rosso, Cfp® Work Experience Details
  • Elevate Wealth Advisory
    President And Ceo
    Elevate Wealth Advisory
    Athens, Ga, Us
    View
  • Elevate Wealth Advisory
    President/Ceo
    Elevate Wealth Advisory Jun 2018 - Present
    Athens, Georgia Area
    View
  • Vickery Financial Services, Inc.
    Partner, Wealth Adviser, Cfp®
    Vickery Financial Services, Inc. Jun 2014 - Jun 2018
    Athens, Georgia Area
    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.
    View
  • Vickery Financial Services, Inc.
    Wealth Adviser
    Vickery Financial Services, Inc. Jan 2009 - Jun 2014
    Athens, Georgia Area
    View
  • Junior League Of Athens
    Chair, Community Partners
    Junior League Of Athens Jun 2014 - Feb 2023
  • Junior League Of Athens
    Chair, Signature Project Committee
    Junior League Of Athens Aug 2012 - May 2014
  • Athens Area Chamber Of Commerce
    Board Member
    Athens Area Chamber Of Commerce Jan 2014 - Feb 2023
    View
  • Athens-Clarke County Chamber Of Commerce
    Chair, Ambassadors Committee
    Athens-Clarke County Chamber Of Commerce Jan 2013 - Dec 2013
  • Vickery Financial Services, Inc.
    Paraplanner & Executive Assistant
    Vickery Financial Services, Inc. Aug 2005 - Jan 2009
    Athens, Georgia Area
  • Carefree Homes, Inc.
    Accounting Manager
    Carefree Homes, Inc. Jan 2002 - Aug 2005

Deanne Rosso, Cfp® Skills

Wealth Retirement Planning Investments Investment Advisory Services Wealth Management Services Investment Advisory Finra Finance Charities Wealth Management Financial Services Securities Retirement Investment Consulting Wealth Enhancement Wealth Protection Registered Investment Advisor Certified Financial Planner Financial Planning Leadership Wealth Transfer Charitable Giving Public Speaking Portfolio Management Asset Allocation

Deanne Rosso, Cfp® Education Details

Frequently Asked Questions about Deanne Rosso, Cfp®

What company does Deanne Rosso, Cfp® work for?

Deanne Rosso, Cfp® works for Elevate Wealth Advisory

What is Deanne Rosso, Cfp®'s role at the current company?

Deanne Rosso, Cfp®'s current role is President and CEO.

What is Deanne Rosso, Cfp®'s email address?

Deanne Rosso, Cfp®'s email address is de****@****ial.com

What schools did Deanne Rosso, Cfp® attend?

Deanne Rosso, Cfp® attended The University Of Georgia, College For Financial Planning.

What skills is Deanne Rosso, Cfp® known for?

Deanne Rosso, Cfp® has skills like Wealth, Retirement Planning, Investments, Investment Advisory Services, Wealth Management Services, Investment Advisory, Finra, Finance, Charities, Wealth Management, Financial Services, Securities.

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