Jim Wycoff | Sheri A. Lucas | Kristina Gilley | Katie Heinert
November 4, 1949 - August 11, 2013
Independent owner of the area’s first Raymond James Financial Services office managing almost $200 million in client investments, Jim has no sales manager, no quotas – your success is his success!
Jim and his business partner, Sheri Lucas, combine their more than 55 years of investment management experience to bring you the special benefits of the “Three Key Transition Plans – for Investment Success and Retirement-Income for Your Confidence,” which include their proprietary “Retirement-Freedom Analysis” and “Invest-Streme” asset allocation process.
More than 25 years as a successful entrepreneur in the investment services industry helps Jim understand the challenges of the small – and medium-size business owner.
Jim has a strong academic background, which includes a bachelor’s degree in economics and mathematics from Ohio University and graduate studies at the Ohio University School of Economics and the University of Baltimore Evening Law School. He's also a founding advisor to Ohio University's Masters of Financial Economics degree program and The Sales Centre at the Ohio University College of Business.
For more than 18 years, Jim shared his views on investing for Retirement-Income on the “Jim Wycoff Money Hour” radio show. Now, join him weekly in the Market Views and Newlsetters section of this website for timely financial and investment perspectives.
You can arrange a telephone appointment for a meaningful financial conversation by calling the JimWycoffMoneyHour.com 24-hour information hotline at 513-792-8377.