Wesley Chapel, FL Chapel Park Drive Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

2

Of 5,810 advisors across 937 offices

Location

29145 Chapel Park Drive

Wesley Chapel FL 33543

Advisors at this office

2

Advisors at this office

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Ryan L

CFP®, ChFC®, Series 63, Series 66

Wesley Chapel, FL

Raymond James & Associates

Ryan Luzod is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Julie S

Series 66

Wesley Chapel, FL

Raymond James & Associates

Julie Sevelius is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. She has served in the US Army since 2002 and has been with Raymond James & Associates since 2015. Outside of her advisory work, she is affiliated with the Academy At the Lakes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and public entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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