About Us
Welcome To The Elevating Group
Here at The Elevating Group, we understand the importance of financial planning in business. We recognize that financial security is not a one-size-fits-all scenario for every Florida business.
Our industry experts strive to create personalized strategies that are specifically tailored to support the growth of your business. As your knowledgeable financial partner, we take pride in understanding how your current financial situation is affecting the financial wellness of your present and future.
We successfully guide you through every financial phase because your professional and personal goals are extremely important to us. Our team will assist you through one-on-one consultations full of clear insight and unmatched innovation.
Through our partnership, we’ll help you develop and implement financial strategies that will lead you to a financially fruitful life in Florida. Financial wellness is fully supported by proper preparation and successful financial management.
Let us help you implement proven methods that produce the instantaneous feedback and results you need to make the best financial decisions for your business.
“If a solution isn’t enduring, it’s not really a solution. In process automation, we need enduring systems and solutions that become standards in their own right.”
-Maggie L. Walker
Meet Your Florida-based Financial Wellness Sherpa
Nicole Carter
Financial Wellness Specialist
Nicole Carter is a well-trained financial expert who has obtained over 20 years of experience working in the financial services industry. Nicole is a graduate of Liberty University, where she obtained her bachelor’s degree with a focus in business and computer science. She is a licensed insurance agent, notary public and certified QuickBooks Online ProAdvisor.
Throughout her entire career, Nicole’s passion for helping people has continued to flourish. This industry expertise led her to support Tampa-area residents looking to improve the financial security of their small businesses.
Her clients thrive given she helps them build the financial confidence needed to make sound financial decisions even while facing unprecedented challenges that come their way.
Life forms roadblocks that may seem insurmountable if you don’t have the right team by your side. Nicole fully believes that financial security and future wealth can be fostered by any business that takes the necessary steps to improve its overall financial health and performance.