Investor Access Investor Access

A seasoned team of financial planners
and client service specialists.

Wesley Chapel

29145 Chapel Park Drive
Wesley Chapel, FL, 33543
813-279-5260

Map & Directions

Financial Advisors

Ralph W. Sevelius, Jr., MBA, CFP®
First Vice President, Wealth Management

Julie S. Sevelius, MBA
Associate Vice President, Wealth Management



Service Professional

Kathy Roulston
Senior Registered Service Associate



CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above,
which it awards to individuals who successfully complete initial and ongoing certification requirements.