Severin Investments LLC

Tess Butler is a financial advisor at Severin Investments LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Severin Investments in two separate periods totaling seven years. Butler also has a background in academia, having worked at Washington University School of Law and the University of Alabama. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, and other advisors and institutional retirement programs. The firm offers discretionary portfolio management, 401(k) consulting, financial planning, and estate-planning support, utilizing proprietary model portfolios managed by an internal Investment Committee that combines fundamental and technical analysis.

John Meyer is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at Severin Investments LLC since 2016 and previously spent 16 years at LPL Financial, LLC. In addition to his advisory role, he acts as a trustee for a revocable trust and serves as a direct writing agent for an insurance agency. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, other advisors, and institutional retirement programs. The firm offers discretionary portfolio management, 401(k) consulting, financial planning, and estate-planning support, utilizing proprietary model portfolios and an investment policy statement process managed by an internal Investment Committee.

Ellen Fisher is a financial advisor at Severin Investments LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Valeant Pharmaceuticals, Eversana, and NextGen Laboratories. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, other advisors, and institutional retirement programs. The firm uses proprietary model portfolios and an investment policy statement process to provide discretionary portfolio management, 401(k) consulting, financial planning, and estate-planning support.

Jeffrey Severin is a financial advisor at Severin Investments LLC in Clearwater, FL, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC from 2013 to 2016. Severin also operates an insurance agency affiliated with his firm. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, other advisors, and institutional retirement programs. The firm provides discretionary portfolio management, 401(k) consulting, financial planning, and estate-planning support, using proprietary model portfolios and an investment policy statement process overseen by an internal Investment Committee.

Joshua Rood is a financial advisor at Severin Investments LLC in St. Louis, MO, holding a Series 65 license with one year of industry experience. Prior to joining Severin Investments, he worked at Charles Schwab and has experience managing a painting business, After Hours Painting, LLC, which he owns and operates outside of securities trading hours. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, and other advisors with discretionary portfolio management, financial planning, and estate-planning support. The firm uses proprietary model portfolios and an investment policy statement process, combining fundamental and technical analysis through an internal Investment Committee.