Nikki L. Ward, CFP®

Nikki is a CERTIFIED FINANCIAL PLANNER™ and holds the FINRA Series 6, 63, and 65 licenses, a SIE license, in addition to holding insurance licenses with respect to Life, Health, Fixed Indexed, & Variable Annuities. She graduated from the University of Central Florida with a BA in legal studies & with a minor in sport business management.

Nikki and the team at Siler Wealth Management provide data-driven investment strategies to design optimal asset portfolios personalized to adhere to each client's risk tolerance and financial objectives.

With less than 10% of money managers in the business being female, Nikki is an anomaly that’s passionate about educating, engaging, and empowering women with respect to their finances. She’s propelled by intellectual curiosity, donuts, and altruism.