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Tess Severin

Severin Investments, LLC
Saint Louis, MO
Helping clients reach their goals and leave a legacy for their families through portfolio management and investment planning.
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Meet Tess

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Introduction - Tess Severin
Video Transcripts

Tess graduated summa cum laude from the University of Alabama in 2016where she studied finance and sales. During school, she was actively involved in the professional business fraternity, Alpha Kappa Psi. As Vice President of Operations and CCO, Tess sits on the firm's Investment Committee. Her responsibilities include compliance, marketing, sales staff management, and other firm operations. Tess works with clients as an advisor as well and has her Series…

Tess graduated summa cum laude from the University of Alabama in 2016where she studied finance and sales. During school, she was actively involved in the professional business fraternity, Alpha Kappa Psi. As Vice President of Operations and CCO, Tess sits on the firm's Investment Committee. Her responsibilities include compliance, marketing, sales staff management, and other firm operations. Tess works with clients as an advisor as well and has her Series 65 license.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Estate planning
Insurance management

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Hourly

Education

Bachelors
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