Sheri is an Accredited Investment Fiduciary® bringing over 32 years of investment management and financial services experience to her role as Branch Owner and Investment Planner at the Wycoff:Lucas Retirement-Income 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. She is an Investment Management Consultant from Raymond James Institute of Investment Management Consulting.
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 consists of the top 310 Advisors in the firm.* Raymond James employs approximately 1,110 Woman Advisors; in 2018 Sheri received the Raymond James Financial Services division “Woman of Distinction” award.**
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.
A graduate of Eastern Kentucky University where she majored in police administration, paralegal sciences and business, Sheri uses her background to be a successful business entrepreneur and brings 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. Her 26-year business partnership with Jim Wycoff (deceased) helped her craft an Investing for Retirement-Income for your Confidence program using her proprietary “Three Step Retirement Freedom Analysis” and asset allocation process.
Each firm Sheri has represented recognizes the value of her leadership and professional views by appointing her to various advisory boards for Regulatory Compliance and Retirement-Income Investing.
Sheri helps provide her clients the confidence they need to relax and look forward to retiring by putting solid retirement-income plans in place.
*For membership in the Leader's Council, membership is based mainly on assets under management, education, credentials, and 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 advisor's 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.