Sheri Lucas Ricp Email & Phone Number | Sheri brings over 32 years of investment management and financial services experience to her role as Branch Owner and Investment Planner at the Aspire Wealth Planning. Her insatiable curiosity and love of learning – about her clients, the markets and the world around her – shine through in the work she does. “I especially love a detailed goal planning session with clients. The more complex the situation, the better – I appreciate a challenging puzzle.” Her knack for analysis and compassionate manner help her guide people through emotional transitions, such as widowhood or divorce. She also regularly supports people in planning up to and through retirement, and has earned the Registered Income Certified Professional designation. She’s also earned the Accredited Investment Fiduciary designation, knowledge that comes in handy when advising business owners on plan design decisions. Her efforts were recognized in 2020, 2021 and 2022 by Forbes Top Women Wealth Advisors*, as well as in 2020 and 2021 by Forbes Best-in-State Wealth Advisors**. Sheri has also been in the Leader’s Council since 2013.***In 2018 she received the Raymond James Financial Services “Woman of Distinction” award.**** For the past 25 years, she has built Aspire Wealth Planning into the independent family practice it is today with the whole-hearted support of her business partner, Jim Wycoff, who passed away in 2013. Before teaming up with Raymond James Financial Services as an independent practice, Sheri held roles at Merrill Lynch, Kidder Peabody and Prescott, Ball & Turben. Born and raised in Anderson Township, Ohio, she lives in Cincinnati with her husband, Steve. They have two daughters: Dana, a client care manager for Aspire Wealth Planning, and Kara, a child life specialist at Dayton Children’s Hospital.

Sheri Lucas Ricp

Sheri brings over 32 years of investment management and financial services experience to her role as...
Cincinnati, Ohio, United States

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Sheri Lucas Ricp’s Email sheri.lucas@raymondjames.com

Sheri Lucas Ricp’s Phone Numbers

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Sheri Lucas Ricp’s Location Cincinnati, Ohio, United States

Sheri Lucas Ricp’s Current Industry The Accredited Investment Fiduciary Aif Raymond James Financial Services

Sheri Lucas Ricp’s Prior Industry Jimwycoffmoneyhour Com | Kemper Securities Prescott Ball And Turben | Kidder Peabody | First National Star Bank | Merrill Lynch

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Work Experience

The Accredited Investment Fiduciary Aif

Accredited Investment Fiduciary®

2019-01-01 00:00:00 - Present

Raymond James Financial Services

Branch Manager, Investment Representative

1995-09-01 00:00:00 - Present

Jimwycoffmoneyhour Com

Co-Producer and Feature Segment: "Just Ask Sheri"

1990-01-01 00:00:00 - 2013-12-01 00:00:00

Kemper Securities Prescott Ball And Turben

Registered Assistant, Business Manager

1989-01-01 00:00:00 - 1995-01-01 00:00:00

Kidder Peabody

Assistant to VP Registered Rep.

1987-01-01 00:00:00 - 1989-01-01 00:00:00

First National Star Bank

Float Analyst

1986-01-01 00:00:00 - 1987-01-01 00:00:00

Merrill Lynch

Margin Analyst

1984-01-01 00:00:00 - 1986-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Sheri Lucas Ricp

Sheri Lucas Ricp is located at
Cincinnati, Ohio, United States

Sheri Lucas Ricp is a Sheri brings over 32 years of investment management and financial services experience to her role as Branch Owner and Investment Planner at the Aspire Wealth Planning. Her insatiable curiosity and love of learning – about her clients, the markets and the world around her – shine through in the work she does. “I especially love a detailed goal planning session with clients. The more complex the situation, the better – I appreciate a challenging puzzle.” Her knack for analysis and compassionate manner help her guide people through emotional transitions, such as widowhood or divorce. She also regularly supports people in planning up to and through retirement, and has earned the Registered Income Certified Professional designation. She’s also earned the Accredited Investment Fiduciary designation, knowledge that comes in handy when advising business owners on plan design decisions. Her efforts were recognized in 2020, 2021 and 2022 by Forbes Top Women Wealth Advisors*, as well as in 2020 and 2021 by Forbes Best-in-State Wealth Advisors**. Sheri has also been in the Leader’s Council since 2013.***In 2018 she received the Raymond James Financial Services “Woman of Distinction” award.**** For the past 25 years, she has built Aspire Wealth Planning into the independent family practice it is today with the whole-hearted support of her business partner, Jim Wycoff, who passed away in 2013. Before teaming up with Raymond James Financial Services as an independent practice, Sheri held roles at Merrill Lynch, Kidder Peabody and Prescott, Ball & Turben. Born and raised in Anderson Township, Ohio, she lives in Cincinnati with her husband, Steve. They have two daughters: Dana, a client care manager for Aspire Wealth Planning, and Kara, a child life specialist at Dayton Children’s Hospital.

Sheri Lucas Ricp currently works in the The Accredited Investment Fiduciary Aif | Raymond James Financial Services |

No Languages Available

Sheri Lucas Ricp has prior
experience in the following industries:
Jimwycoffmoneyhour Com | Kemper Securities Prescott Ball And Turben | Kidder Peabody | First National Star Bank | Merrill Lynch

Sheri Lucas Ricp has the following professional experience:
The Accredited Investment Fiduciary Aif | Raymond James Financial Services | Jimwycoffmoneyhour Com | Kemper Securities Prescott Ball And Turben | Kidder Peabody | First National Star Bank | Merrill Lynch