Raymond James’ Central division director for the firm’s independent advisor channel, Raymond James Financial Services (RJFS), Kirk Bell, announced that the firm has welcomed financial advisors Mike Sikes and Shaley Sikes to RJFS. The husband-and-wife team are founding partners of Sikes Wealth Partners in Edmond, Oklahoma, where they are joined by client service manager Susan Moore.
The duo provides personalized investment services and guidance to their clients, who include business owners, families, women investors, and those nearing or living in retirement. Previously, they were affiliated with Edward Jones, where they managed about $200 million in client assets.
Mike Sikes started his financial advising career at Edward Jones in 2017, and his experience is backed by a Bachelor of Science in business management from Newman University. As an Oklahoma native, he is committed to his community through involvement in local organizations and charitable groups.
Shaley has 12 years of experience as an advisor at her previous firm and prides herself on being a compassionate advisor that her clients can rely on for an experienced perspective, thorough strategy, and quality customer service.
KEY QUOTES:
“In today’s landscape, clients demand more than just investment management from their advisors. They seek comprehensive solutions for their complex financial needs and a meaningful, purpose-driven approach to financial planning. By aligning with Raymond James, we gain access to an exceptional array of products, state-of-the-art technology and top-tier service. We were particularly attracted to Raymond James’ conservative philosophy and unwavering commitment to strong corporate values.”
– Mike Sikes
“Over our 20 years of combined industry experience, we’ve grown to realize that our clients needed a more personalized approach than we were able to provide, and Raymond James allows us the opportunity to advocate for our clients that don’t fit the mold. Backed by the firm’s client-first foundation, we are empowered to live out our core values by truly focusing on our relationships while offering quality and diverse investments, industry-leading technology and research and planning tools to better meet our client’s needs. As a husband and wife advisor team, family is a core focus, and Raymond James feels like home.”
– Shaley Sikes
