Deanne Rosso, CFP® - President/CEO, Elevate Wealth Advisory
Professional Overview
Deanne Rosso is an accomplished financial services executive with over 15 years of experience in wealth management and advisory services. As the President and CEO of Elevate Wealth Advisory, she leverages her deep industry expertise and strategic vision to help clients achieve their financial goals through comprehensive wealth planning and investment management solutions.
Experience Summary
Current Role
As the President and CEO of Elevate Wealth Advisory since 2018, Deanne is responsible for setting the firm's strategic direction, overseeing all business operations, and ensuring the delivery of exceptional client service. Under her leadership, the firm has experienced significant growth, expanding its client base and service offerings while maintaining a steadfast commitment to ethical and client-centric practices.
Deanne's key areas of focus include:
- Developing and executing the firm's long-term growth strategy
- Fostering a collaborative and innovative culture that empowers the team to deliver superior results
- Strengthening client relationships and expanding the firm's sphere of influence within the local community
- Actively participating in industry associations and initiatives to drive positive change and thought leadership
Career Progression
Prior to her current role, Deanne served as a Partner and Wealth Adviser at Elevate Wealth Advisory, where she played a crucial role in the firm's success. She began her career in the financial services industry as a Paraplanner and Executive Assistant at Vickery Financial Services, Inc., before transitioning to Accounting Manager at CareFree Homes, Inc. Deanne's diverse background and steadfast commitment to professional development have been instrumental in her rise to the top leadership position at Elevate Wealth Advisory.
Throughout her career, Deanne has demonstrated a strong track record of driving positive change and making meaningful contributions to the communities she serves. She has held leadership roles with the Junior League of Athens, serving as Chair of the Community Partners and Signature Project Committees, and as a Board Member of the Athens Area Chamber of Commerce, where she chaired the Ambassadors Committee.
Academic Background
Deanne holds a Bachelor of Business Administration degree from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, reflecting her dedication to ongoing learning and her commitment to providing the highest level of financial expertise to her clients.
Areas of Expertise
- Comprehensive wealth planning and investment management
- Financial planning for individuals, families, and small businesses
- Retirement planning and distribution strategies
- Tax-efficient investment and estate planning
- Philanthropic and charitable giving strategies
- Leadership and team development
Professional Impact
Under Deanne's guidance, Elevate Wealth Advisory has consistently been recognized as a top-performing wealth management firm in the Athens, Georgia region. The firm's client retention rate and referral growth have consistently exceeded industry benchmarks, a testament to Deanne's ability to foster strong client relationships and deliver exceptional service.
Deanne is an active member of the Financial Planning Association (FPA) and the National Association of Securities Dealers (NASD), where she contributes her expertise to industry initiatives and thought leadership. Her commitment to professional development and community engagement has earned her a reputation as a respected leader and trusted advisor within the financial services industry.
Conclusion
Deanne Rosso's extensive experience, strategic vision, and unwavering dedication to client success make her an invaluable asset to Elevate Wealth Advisory and the clients it serves. Her leadership, technical expertise, and community involvement position her as a driving force in the wealth management industry, committed to helping individuals, families, and businesses achieve their financial aspirations.
