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
Robert M. Fezekas
Director of Investment Policy, Wealth Adviser
Elevate Wealth Advisory
United States, Georgia, Athens
About Me
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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