Elevate Wealth Advisory Expands Team
Elevate Wealth Advisory, a wealth advising firm in Athens, Georgia, has added two team members: Brian Rosso, Wealth Adviser Associate, and Merri Mullinax, Hospitality Coordinator/Receptionist.
“We are thrilled to welcome both Brian and Merri to our team,” said Deanne Rosso, Elevate’s President & CEO. “They both bring with them vast experience and a wealth of knowledge, but more importantly, their customer-first mindset and desire to help others make them the perfect fit for our company.”
As a Wealth Adviser Associate, Rosso is responsible for working closely with Elevate’s clients and advisers in the implementation and monitoring of each client’s tailored portfolio and investment plan. Prior to joining Elevate, Rosso worked for nearly nine years as a Portfolio Management Analyst and Investment Committee Member for Stadion Money Management. Rosso graduated from the University of Georgia in 2014 with a bachelor’s degree in Banking and Finance from the Terry College of Business. He also is a Chartered Financial Analyst (CFA). When Rosso is not in the office, he enjoys spending time with his wife, Heather, their two boys, Braxton and Bryce, and their dog, Bella. Together, they enjoy watching the Georgia Bulldogs play and spending as much time as their schedule allows at the lake or Hilton Head.
Mullinax is responsible for ensuring clients feel cared for, from the time they call Elevate for a consultation throughout their journey with the company. She offers an extensive background in both finance and hospitality, including more than 22 years as a Senior Finance Representative at Kubota. In addition to her role with Kubota, Mullinax gleaned her vast experience in various industries and positions working in Accounts Payable with Air One Systems, Accounts Receivable with Live Oak Construction Supply, Reception with Heyward Allen Motor Company, and as a Patient Assistant with Kay’s Home Kare. A Decatur, Georgia native, Mullinax comes from a large family that regularly gathers to spend quality time together. Together, they do everything from playing a fun round of pickleball to going antiquing throughout the South.
Elevate Wealth Advisory has been recognized as a trusted wealth advising firm for more than 40 years. Founded in 1982 as Vickery Financial Services, Elevate offers “wealth advice for your best life.” We believe that clients deserve to be equipped with the tools and resources to live their best lives. First, we collaborate with clients to help them understand and define their own unique goals. Then, we leverage the depth and experience of our team to help them achieve those goals, using their financial assets as the vehicle. Elevate Wealth Advisory is an SEC-registered investment advisor. Learn more at elevate-wealth.com.
