HBKS Wealth Advisors (HBKS) recently announced it is expanding its presence in Southwest Florida through a merger with Sarasota-based Elite Life Management (Elite). Elite, which recently completed its first year of operation, will join one of the nation’s largest and most recognized registered investment advisories.
“As HBKS continues to grow, we are always looking for talented individuals to add to our team,” noted Scott Cross, CFA, HBKS principal and chief operating officer. “This transaction is about adding Jeremy Shelby and his team to our roster. Sarasota is an attractive market,and adding talented people in strong markets is one way to ensure our continued growth.”
Jeremy Shelby established Elite Life Management LLC in 2020.
“We created Elite Life to better serve our clients and community by providing resources, strategies, and solutions that stretch far beyond the portfolio,” he explained. “We were looking for authenticity and scalability. To have an opportunity to work with an established firm like HBKS allows us to scale up as we remain true to our culture. We wanted to ensure we grow with quality as opposed to quantity and getting to know Scott and the HBKS team convinced us we knew we were making the right move.”
Shelby is an ex-professional athlete, having signed with the Baltimore Orioles in 2010. And while Elite serves a broad range of clients in the Sarasota area, he and his team also offer a platform designed for the “non-recessionary industry of professional sports,” he noted.
As an African American, Shelby has also designed his platform to connect with other minorities. “We can provide services in an authentic way from a cultural perspective. We can build those relationships in an open and comfortable environment and overcome what is sometimes hard for clients dealing with unique barriers.”
Elite will retain its brand and continue to operate under the Elite name. “We will present ourselves as Elite Life with the power of HBKS supporting us. We remain the first point of contact but with a greater depth of services and resources behind us.”
HBKS Wealth Advisors (HBKS) provides wealth and asset management services to individuals, families, corporations, nonprofits and other organizations. HBKS is a member of the HBK family of financial service companies, a financial services firm founded in 1949 and offering professional services in a wide range of tax, accounting, audit, business advisory, valuation, financial planning and wealth management from offices in Pennsylvania, Ohio, New Jersey, New York and Florida. As a registered investment advisory, HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility.
For more information, visit HBKSWealth.com.
