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Sheri Lucas  |  Kristina Gilley  |  Dana Lucas

Sheri Armacost Lucas

Sheri Armacost Lucas, RICP©

Branch Owner and Investment Planner

"My passion is to help clients achieve their financial independence through guided advice, investment strategies, along with risk budgeting. Our team is your Concierge to all financial decisions."

Independent owner of the area's first Raymond James Financial Services office. Our team manages almost $200 million in client investments. Sheri has no sales manager, no quotas - your success is her success!

Sheri brings over 32 years of investment management and financial services experience to her role as Branch Owner and Investment Planner. She completed her most recent designation, Retirement Income Certified Professional (RICP) in 2016. Her 26-year business partnership with Jim Wycoff (deceased) was instrumental in crafting her focus on Investing for Retirement-Income for your Confidence, using her proprietary "Three-Step Retirement Freedom Analysis" and Asset Allocation process.

A graduate of Eastern Kentucky University where she majored in police administration focusing on paralegal sciences and business. Sheri uses her background to be a successful business entrepreneur bringing a special "woman's perspective" to our practice. She began her financial services career with Merrill Lynch as a Margin Analyst before teaming up with Jim Wycoff at Kidder Peabody in 1987. Sheri has been helping providing her clients the confidence they need to relax and look forward to retiring by putting retirement-income plans in place.

Each firm Sheri represented has recognized the value of her leadership and professional views by appointing her to various advisory boards for Regulatory Compliance, Retirement-Income Investing, and earning client retention by delivering optimal levels of client care.

You can arrange a telephone appointment for a meaningful financial conversation by calling 513-793-1990 or by e-mailing

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. Investment advisory services offered through Raymond James Financial Service Advisors, Inc. Wycoff-Lucas Retirement-Income Investment Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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