Vanee Patel
Majoring in Finance & Business Analytics at the Rollins College of business at The University of Tennessee at Chattanooga
- Role
- Financial Advisor and Wealth Management Intern at Elevate Financial Planning and Wealth Management
- Location
- Chattanooga, TN, US
- LinkedIn followers
- 500 followers
About Vanee Patel
Dedicated Finance/Business Analytics major with a strong academic background and a…
Experience
Financial Advisor and Wealth Management Intern
Elevate Financial Planning and Wealth Management
May 2025 — Present · Chattanooga, TN, US
Elevate Financial Planning and Wealth Management is a comprehensive planning firm focusing on providing value to clients through financial service. We seek to understand client\'s goals and walk side-by-side as those outcomes are achieved through our relationship.What to Expect:1. Personalized Solutions: We remain devoted to understanding your unique goals, ensuring even more tailored financial strategies for you.2. Continued Collaboration: We are committed to working closely with you, leveraging our association with Florida Financial Advisors, to enhance our resources and provide even better planning outcomes.3. Comprehensive Services: Elevate will offer a full suite of services, from investments to retirement planning, tailored to meet your evolving needs.4. Transparent Communication: Expect clear communication on your financial plan and investment portfolio throughout your journey.5. Long-Term Partnerships: Your success is our priority. We view our client relationships as enduring partnerships, adapting your plan as your goals evolve.
Education
The University of Tennessee at Chattanooga
Finance
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