Senior Registered Service Associate
Kathy Roulston, Senior Registered Service Associate, works exclusively with Sevelius Wealth Management of Raymond James, servicing, scheduling and implementing administrative and operational tasks. She uses her industry knowledge to help build and maintain strong client relationships. Always placing our clients concerns first, Kathy’s attention to detail and commitment to delivering the highest level of personal service are priority one.
Kathy has been working in the financial industry since 1990 when she started at Bank of America. Before joining Raymond James in February of 2015, she worked at Merrill Lynch, Morgan Stanley and Wells Fargo Advisors where she held the roles of Client Service Associate and Branch Manager’s Assistant. She has her Series 7 & 63 licenses.
Originally from New York, Kathy grew up in Apollo Beach, Florida. She has lived in Trinity, Florida since 2003. She has two grown sons, as well as a daughter in school. She enjoys living in Florida’s beautiful backyard, so when not with us, she can be found at the beach, at a park, kayaking or exploring the tri-county Tampa Bay area.
“If you can dream it, you can do it.”