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Nikki L. Ward, CFP ®

COO/CERTIFIED FINANCIAL PLANNER
Email: Nikki@stockdr.com

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A graduate of the University of Central Florida with a BA in legal studies and a minor in sport business management, Nikki is a CERTIFIED FINANCIAL PLANNER™ Professional.

Numbers don’t scare Nikki, and she enjoys showing others they’re not as intimidating as they seem. Once the financial jargon is stripped away, she works to ensure everything makes sense (and cents) for those she serves. As a CERTIFIED FINANCIAL PLANNER™, Nikki helps clients leverage money as a tool to navigate life with clarity and confidence. She takes pride in being a resource for her clients and their loved ones as they embark on their journey to maximize their return on life.

A UCF grad (Go Knights!) with a background in Legal Studies and Sport Business Management, Nikki brings a thoughtful, strategic approach to financial planning—because smart, pragmatic decisions lead to success both on and off the field. When she’s not talking money moves, you’ll find her with a good book, listening to a podcast, cheering at a sporting event, or hanging out with her dog, Orion."

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Your Team

Lee Siler

President & CEO, AKA The Stock Dr.

Justin Kenney

Registered Investment Advisor

Patricia Button

Operations

Chad E. Vergason, CFP®

Director of Insurance & Retirement Plans/CERTIFIED FINANCIAL PLANNERTM

Dagean Larsen

Investment Advisor Representative, NSSA Advisor

Katelyn Weeks

Client Coordinator/Operations

Jennifer Carrau

Client Services Coordinator