CoverProfile

Chuck Vickery

Wealth Adviser

Elevate Wealth Advisory

United States, Georgia, Athens

About Me

Charles J. (Chuck) Vickery is not only a wealth adviser at Elevate, but he founded the original company in 1982 as Vickery Financial Services. Chuck specializes in comprehensive wealth management. Financial education is a passion of Chuck’s, and since 1994 he has regularly taught retirement planning classes. Chuck graduated from The University of Georgia with a Bachelor of Business Administration in Risk Management. He has been active in the Athens financial community since his 1972 discharge from the U.S. Army. His designations include Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Active in the community, Chuck has served as president of the Georgia Tip-Off

View more

Profile Information

Wealth Adviser

Elevate Wealth Advisory

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Athens

Georgia

United States

Sep 27, 2025

More profiles to browse

Profile Photo
Robert M. Fezekas
Director of Investment Policy, Wealth Adviser
Profile Photo
Deanne Rosso
Equipping clients with the tools & resources to confidently live their best lives.
DJ
David Jenkins
Wealth Adviser
Profile Photo
Clarke C. Holt
Wealth Adviser

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC