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Our TeamJames A. Wycoff | Sheri A. Lucas | Kristina Gilley
Sheri brings over 25 years of investment management and financial services experience to her role as co-host of “The Jim Wycoff Money Hour” and this website JimWycoffMoneyHour.com. Her experiences as a mother and successful business entrepreneur bring a special “woman’s perspective” to our wealth management practice. Sheri’s business partnership with Jim Wycoff, creates a customized team approach to managing almost $200 million in client investments. Sheri and her business partner, Jim Wycoff, combine over 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. An honors graduate of Eastern Kentucky University where she majored in police administration focusing on paralegal sciences and business, Sheri uses this background to organize our personalized, service-first, Client-Care management system. Now, enjoy Sheri’s viewpoints on investing for retirement income by exploring this website, JimWycoffMoneyHour.com. You can arrange a telephone appointment for a meaningful financial conversation by calling the JimWycoffMoneyHour.com, 24-hour information hotline at 513-792-8377 or by e-mailing sheri.lucas@raymondjames.com. |
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