Raymond James welcomes financial advisor duo managing $200 million in Oklahoma
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Mike Sikes and Shaley Sikes to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS.
The husband and wife team are founding partners of Sikes Wealth Partners in Edmond, Oklahoma, where they are joined by client service manager Susan Moore. They provide personalized investment services and guidance to their clients, which include business owners, families, women investors and those nearing or living in retirement. Previously, they were affiliated with Edward Jones where they managed approximately $200 million in client assets.
“In today's landscape, clients demand more than just investment management from their advisors. They seek comprehensive solutions for their complex financial needs and a meaningful, purpose-driven approach to financial planning. By aligning with Raymond James, we gain access to an exceptional array of products, state-of-the-art technology and top-tier service. We were particularly attracted to Raymond James' conservative philosophy and unwavering commitment to strong corporate values,” said Mike.
Mike began his financial advising career at Edward Jones in 2017 and his experience is backed by a Bachelor of Science in business management from Newman University. An Oklahoma native, he is committed to his community through involvement in local organizations and charitable groups.
“Over our 20 years of combined industry experience, we’ve grown to realize that our clients needed a more personalized approach than we were able to provide, and Raymond James allows us the opportunity to advocate for our clients that don’t fit the mold. Backed by the firm’s client-first foundation, we are empowered to live out our core values by truly focusing on our relationships while offering quality and diverse investments, industry-leading technology and research and planning tools to better meet our client’s needs. As a husband and wife advisor team, family is a core focus, and Raymond James feels like home,” said Shaley.
Shaley brings 12 years of experience as an advisor at her previous firm and prides herself on being a compassionate advisor that her clients can rely on for an experienced perspective, thorough strategy and quality customer service.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.45 trillion as of Mar. 31, 2024. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Sikes Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.