Investor Access Investor Access

A seasoned team of financial planners
and client service specialists.

Wesley Chapel

29145 Chapel Park Drive
Wesley Chapel, FL, 33543

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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.