Sheri’s passion is helping clients achieve their financial independence through guided advice, investment strategies and risk budgeting. She proudly makes Concierge-level services a hallmark of her team, both in customer service and in making all financial decisions. Her team strives for premier client retention by delivering optimal levels of client care under her guidance. Sheri helps provide her clients the confidence they need to relax and look forward to retiring by putting solid retirement-income plans in place.
Sheri is an independent owner of the area's first Raymond James Financial Services office, with a team managing over $200 million in client investments. With no sales manager or quotas - your success is her success. Every year since 2013, Sheri has been named a member of the Raymond James Financial Services Leaders Council, which includes Financial Advisors ranked 101-365 in the firm for Fiscal year 2019.* Raymond James employs approximately 1,110 Woman Advisors; in 2018 Sheri received the Raymond James Financial Services division “Woman of Distinction” award.** Most recently, Sheri was recognized in both 2020 editions of Forbes’ “Best-in-State Wealth Advisors” and Forbes’ “Top Women Wealth Advisors” developed by Shook Research***
Marking her 25th year with Raymond James, Sheri brings over 32 years of investment management and financial services experience to her role as Branch Owner and Investment Planner at the Wycoff:Lucas Investment Group. She holds securities licenses: Series 7, 63, 65, 24, and Life, Annuity & Health Insurance license. She completed her Retirement Income Certified Professional RICP® designation in 2016 and received her Accredited Investment Fiduciary® AIF® designation in 2019. She is an Investment Management Consultant from Raymond James Institute of Investment Management Consulting.
Born and raised in Cincinnati, OH, Sheri is a graduate of Eastern Kentucky University where she majored in Police Administration, Paralegal Sciences and Business. She currently lives in Anderson Township with her husband, Steve, and their two dogs Lucy & Baxter. They are so proud of their two lovely daughters, Dana & Kara and enjoy spending time together as a family! In her free time, Sheri enjoys landscaping, trips to Gatlinburg, cycling, entertaining in their back yard and exploring new breweries.
*For membership in the Leader's Council, membership is based on assets under management and prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
**The Woman of Distinction Award is designed to recognize a woman advisor that has served as a role-model to other advisors or service associates in her branch or the industry. Through mentoring and coaching, she's supported the professional growth of women by sharing her experiences, knowledge, ideas and feedback. In addition to these qualities, nominations should also include a woman who is actively involved in her community through volunteer hours, and board participation. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
***The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Raymond James is not affiliated with the above organizations and/or charitable causes.