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James A. Wycoff | Sheri A. Lucas | Kristina Gilley | Katie Heinert
Independent owner of the area's first Raymond James Financial Services office managing almost $200 million of client investments, Jim has no sales manager, no quotas; your success is his success! Jim and his business partner, Sheri Lucas, combine over 45 years of investment management experience to bring you the special benefits of their proprietary "Three Step, Retirement Freedom Analysis" and "Invest-Streme" asset allocation process. More than 25 years as a successful entrepreneur in the investment services industry helps him 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 OH University and graduate studies at the OH University School of Economics and the University of Baltimore Evening Law School. He's also a founding advisor to OH University's masters of financial economics program and The Sales Centre at the OH University College of Business. For more than 18 years, Jim has shared his views on investing for retirement-income on The Jim Wycoff Money Hour radio show. Now, join him for a “taste” of the Money Hour by clicking on the Podcasts icon in the lower left corner of this screen. You can arrange a telephone appointment for a "meaningful financial conversation" by calling The Jim Wycoff Money Hour, 24 Hour Information Hotline: 513-792-8377 or by emailing james.wycoff@raymondjames.com. |
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