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Jim Wycoff

Jim Wycoff

Branch Owner
Registered Principal
Investment Planner

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.

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.

Kenwood Office  |  513-793-1990  |  Toll-Free: 800-541-9791  |  8041 Hosbrook Road, Suite 416  |  Cincinnati, OH 45236
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC
Wycoff-Lucas Retirement-Income Investment Group is independent of Raymond James Financial Services, Inc.
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