Elevate Wealth Advisory

09/02/2026

🎉 44 YEARS OF CHUCK!🎉

Today we’re celebrating a very special Ele-versary—44 years since our Founder and Wealth Adviser, Chuck Vickery, started the firm that would become Elevate Wealth Advisory!

In 1982, Chuck founded Vickery Financial Services with the goal of helping people make smart decisions with their money. Over the next four decades, the firm grew, evolved, and eventually became the Elevate we know today.

While a lot has changed in 44 years, Chuck’s dedication to his clients, his relationships, and the Athens community has remained constant.

Chuck, thank you for building the foundation we continue to stand on today—and for 44 years of wisdom, leadership, and service!

Please join us in wishing Chuck a very happy 44th Ele-versary! 🥳👏

09/01/2026

1982 was a very good year…

📺 Late Night with David Letterman made its debut.
🎬 E.T. the Extra-Terrestrial hit movie theaters.
💿 The first commercial compact disc player was introduced.
🏰 EPCOT opened its gates at Walt Disney World.

And right here in Athens, Georgia, Chuck Vickery founded Vickery Financial Services—the firm that would eventually become Elevate Wealth Advisory!

44 years later, we’re proud to celebrate the vision that started it all and the clients, team members, families, and community who have been part of our story along the way.

Cheers to 44 years of helping people Elevate their financial lives. 🥳
Happy Birthday, Elevate! In the immortal words of Chuck...."Make the next ten the best ten!" 🎂

08/31/2026

Higher interest rates are always a double-edged sword — improving interest income for savers but generally making life harder for borrowers. What is the market telling us about this latest rate move? Rob Fezekas explores this and more in his August blog: https://bit.ly/3RTgjTt

08/29/2026

Congratulations to our Client Service Associate Joseph Hardeman on passing the CFP® Certification Examination!

Passing the CFP® exam demonstrates the knowledge and competency required to provide comprehensive financial planning advice and reflects a strong commitment to serving clients with excellence.

Since joining Elevate Wealth Advisory in 2025, Joseph has been dedicated to supporting our advisers and clients through account administration, service requests, and the implementation of financial plans. His attention to detail, responsiveness, and commitment to exceptional client service make him an invaluable part of our team.

A graduate of the University of Georgia with a degree in Financial Planning, Joseph has also earned his FINRA Series 7 and Series 66 licenses. We couldn't be more proud to celebrate this latest achievement and look forward to all that's ahead as he continues to grow in his career.

Please join us in congratulating Joseph on this outstanding accomplishment! 👏

08/28/2026

Thank you to everyone who joined us for Retirement Planning Today!

We always enjoy the opportunity to connect with members of our community and help make retirement planning a little less overwhelming. From thoughtful questions to engaging discussions, each class reminds us why financial education is such an important part of what we do.

Thank you for spending your time with us—we hope you left feeling more informed and more confident about your financial future.

We look forward to seeing you at our next educational event!

08/26/2026

From beaches and mountains to cities across the globe, the Elevate team has been busy making memories this summer! ☀️🌎

We love seeing our team members taking their Elevate gear wherever their adventures lead.

Travel creates memories that last a lifetime, and we're grateful for the opportunity to celebrate those moments together.

Where has your summer taken you?

08/25/2026

Missed our webinar? We've got you covered!

If you weren't able to join Brian Rosso for Social Security, Simplified: How to Claim Smarter, you can still catch all the valuable insights.

Learn how Social Security benefits are calculated, what happens when you claim early versus waiting, and how to choose a claiming strategy that fits your retirement goals.

🎥 Watch the replay here:

In this webinar, Brian Rosso breaks down Social Security in clear, ...

08/24/2026

Happy Birthday to our Founder & Wealth Adviser, Chuck Vickery! 🎉

Chuck's dedication to serving clients with integrity and building lasting relationships laid the foundation for what Elevate is today. His wisdom, experience, and commitment to helping others continue to make a meaningful difference for both our team and the families we serve.

Please join us in wishing Chuck a very happy birthday!

08/22/2026

We’re thrilled to share that our Client Service Associate Aspen Townley has officially passed the Series 65 – Uniform Investment Adviser Law Examination!

The Series 65 covers essential topics necessary to provide clients with sound investment advice. This achievement qualifies Aspen as an Investment Adviser Representative and reflects her dedication to helping clients navigate their financial futures.

Please join us in celebrating Aspen’s accomplishment! 🙌💼

08/20/2026

This month's Adventures with Elevate features our Scheduling Coordinator Suzanne Greene! 🌍

Suzanne's favorite travel destination is Marco Island, Florida, but her family loves cruising together so they can see bits and pieces of a variety of destinations, all in one vacation! Some of her favorite islands so far include the Dominican Republic and the Bahamas.

Thank you, Suzanne, for sharing your travels with us! We hope your trips continues to be filled with unforgettable memories.

We love seeing our team members, clients and friends taking Elevate along on their adventures—whether they're exploring somewhere new or revisiting a favorite destination. Where will your next adventure take you?