Lee Siler

President & CEO, AKA The Stock Dr.
Email: stockdr@stockdr.com

Lee A. Siler has been managing client assets for more than 26 years. His Financial Industry Regulatory Authority (FIRA) licenses include the Series 63, 65, 7, and 24. He also holds life insurance, health insurance, and annuity licenses.

He founded his own company in 1994 and, within four years, received an award from Governor Jeb Bush recognizing his firm, Stockdr.com, as one of the top one hundred fastest growing companies in the State of Florida with over $170 million in assets.

In 1997, Lee started a radio show that aired locally in the State of Florida. By late 2000 it was picked up by a national syndicator, the Business Talk Radio Network. His program, “The Stock Doctor,” was broadcast to over 60 U.S. radio markets and worldwide via the internet. Siler’s nickname, the Stock Doctor, soon became known nationwide as his investment knowledge and market conversations became daily appointment radio. In 2010, he stopped doing daily radio broadcasts so he could focus on his existing clients. However, he has continued to appear on radio and TV with more than one hundred television broadcasts, including a New Year's Eve appearance on the NBC Nightly News with Tom Brokaw.

Lee’s hands-on, proactive investment management is one of the reasons why clients seek out investment advice from Siler Wealth Management. While he employs a highly knowledgeable support staff, he remains personally involved in the management of every client’s portfolio.

As far as money management, Lee strives to employ the 3-P style:

  • Protect in a down market
  • Perform in a flat market
  • Participate in an up-market

This investment philosophy has helped his clients achieve their goals regardless of what market conditions might exist. (Past performance is no indication of future results.)

Lee Siler and his wife, Dora live and own their businesses in Central Florida. Both are active in several charities, including the Muscular Dystrophy Association and anything that benefits veterans and the United States Military.

Lee A. Siler Headshot

Your Team

Justin Kenney

Registered Investment Advisor

Nikki L. Ward, CFP®

COO/Certified Financial PlannerTM

Jarrod Bokhart

Registered Investment Advisor

Patricia Button

Operations

Chad E. Vergason, CFP®

Director of Insurance & Retirement Plans/CERTIFIED FINANCIAL PLANNERTM

Katelyn Weeks

Client Coordinator/Operations