Elite Life Management to Merge with HBKS Wealth Advisors

Business

HBKS Wealth Advisors (HBKS) 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. Jeremy Shelby established Elite Life Management LLC in 2020. 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.”

« View The Tuesday Apr 5, 2022 SRQ Daily Edition
« Back To SRQ Daily Archive

Read More

 Suncoast Apprenticeship Academy Closes on Future Headquarters at Former Perkins Property

Suncoast Apprenticeship Academy Closes on Future Headquarters at Former Perkins Property

Aug 11, 2026

Sarasota Christian School Opens Dedicated High School Facility

Sarasota Christian School Opens Dedicated High School Facility

Mallory Evans | Aug 10, 2026

 Christopher Alan Homes Recognized by Florida Trend for Workplace Culture and Continued Growth

Christopher Alan Homes Recognized by Florida Trend for Workplace Culture and Continued Growth

Aug 10, 2026

Discover Sarasota Tours Relocating to New Bungalow Village

Discover Sarasota Tours Relocating to New Bungalow Village

Mallory Evans | Aug 3, 2026