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Robert M. Fezekas

Director of Investment Policy, Wealth Adviser

Elevate Wealth Advisory

United States, Georgia, Athens

About Me

Rob Fezekas joined the team at Elevate in 2015 as a Wealth Adviser. He strives to provide each client with a customized, effective investment plan that incorporates all aspects of their particular financial situation and goals. Rob’s investment career began in 1992 as a Securities Analyst with the Principal Financial Group in Des Moines, IA, and he continued as a Portfolio Manager with Dimensional Fund Advisors in Santa Monica, CA. After moving to Athens, he was most recently an Independent Financial Consultant focused on giving clients high quality service and unbiased financial advice. Rob is a graduate of the University of Iowa, where he earned a Bachelor of Arts in Finance and a minor

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Profile Information

Director of Investment Policy, Wealth Adviser

Elevate Wealth Advisory

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Athens

Georgia

United States

Aug 21, 2024

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