Nikki L. Ward, CFP ®

COO/Certified Financial Planner™
Email: Nikki@stockdr.com

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. ™

In addition to being a CFP® , she holds the Financial Industry Regulatory Authority (FINRA) Series 6, 63, and 65 licenses, a Security Industry Essentials (SIE) license as well as licenses qualifying her to deal with Life, Health, Fixed Indexed, & Variable Annuity insurance.

Nikki and the team at Siler Wealth Management provide data-driven investment strategies to design optimal asset portfolios, each personalized to reflect a clients’ risk tolerance and financial objectives.

With less than 10% of money managers being female, Nikki is an anomaly. She is passionate about educating, engaging, and empowering women as well as all of her clients with respect to their finances. She is propelled by intellectual curiosity, empathy, and donuts.

Nikki L. Ward Headshot

Your Team

Lee Siler

President & CEO, AKA The Stock Dr.

Justin Kenney

Registered Investment Advisor

Jarrod Bokhart

Registered Investment Advisor

Patricia Button

Operations

Chad E. Vergason

Financial Advisor

Katelyn Weeks

Client Coordinator/Operations