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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet the Team

Siler Wealth Management

Lee Siler

President & CEO

stockdr@stockdr.com

Lee A. Siler was born in Brooklyn, New York in 1964. After college, he began managing client assets and has been doing so for more than 26 years. His FINRA licenses include the Series 63, 65, 7, and 24. He also holds the life insurance, health insurance, and annuity licenses.

He started his own firm in 1994 and within four years was given an award from Governor Jeb Bush to recognize his firm, Stockdr.com, as one of the top 100 fastest growing companies in the State of Florida with over $170 million in assets.

In 1997, Mr. Siler 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. “The Stock Doctor” was broadcasting in over 60 U.S. radio markets on radio and worldwide via the internet. His nickname, the Stock Doctor, became a household name nationwide as his investment knowledge and market conversation became daily appointment radio. In 2010, Mr. Siler stopped doing daily radio broadcasts so that he could focus on his existing clients. Mr. Siler has continued to appear on radio and TV with more than 100 television broadcasts, including a New Year's Eve appearance on the NBC Nightly News with Tom Brokaw. 

His hands-on proactive investment management is one of the reasons why clients seek out investment advice from Siler Wealth Management. He employs a terrific and knowledgeable support staff but is personally involved in every client’s portfolio management.

Mr. Siler strives to employ the 3-P money management 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 no matter what the market conditions may be. (Past performance is no indication of future results.)

Lee and his wife Dora live and own their businesses in Central Florida.  They are active in several charities including the muscular dystrophy association as well as anything benefiting veterans and the United States Military.

Justin Kenney

Registered Investment Advisor

justin@stockdr.com

Justin began his financial services career when he obtained the Series 7 license in the year 2000. His commitment to continuing and deepening his knowledge of the industry is reflected in his numerous qualifications. Justin holds the Series 65, 7, and 63 licenses as well as Life, Health, and Variable insurance licenses.

After realizing how little help there was for individuals that hadn’t yet built-up significant wealth, he began mostly working with small business owners in the Central Florida community. Informing people that it wasn’t mandated for someone to save half a million dollars or more in order to have a financial advisor tailor an investment plan to their individual needs and objectives became his passion project. That dedication is what lead him to work with Lee Siler at Siler Wealth Management over a decade ago.

The team at SWM remains dedicated to a process that focuses on customization for each client’s financial plans that can adapt as their needs change. He loves what he does and enjoys working with the team at SWM every day. He is married to his amazing, supportive wife Maria and they have two awesome children.

Nikki Ward

Registered Investment Advisor

Nikki@stockdr.com

Nikki 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.

Jarrod Bokhart

Registered Investment Advisor

Jarrod@stockdr.com

Jarrod Bokhart, otherwise known as The Fiscal Therapist, is a Registered Investment Advisor and Financial Planner at Siler Wealth Management. Born in Orlando, FL in 1991, he graduated from the University of South Florida in 2015.

Witnessing firsthand with his mother how teachers were being taken advantage of in their retirement plans, he created Invested Educators; an arm of Siler Wealth Management dedicated to investing in those that invest and educate the next generation.

Motivated by benevolence, Jarrod is a Fiduciary with a duty to put his clients’ interest ahead of his own. His dedication to learning has led to the pursuit of becoming a Certified Financial Planner. Outside of work, Jarrod enjoys reading, traveling, and maintaining an active lifestyle.

Patricia Button

Director of Operations

patty@stockdr.com

Patricia Button has been a vital part of the operation of Siler Wealth Management since the very beginning. Patty’s well-trained eye has reviewed every file of every client at SWM, dotting every “i” and crossing every “t.”

As Director of Operations, Patty ensures that every account is fully compliant with all the laws and requirements of a very exacting industry. There is no individual as vital to daily business of Siler Wealth Management as Patricia Button.

If you get a call from Patty, you can rest assured that you are in the best of care.

Courtney Prince

Director of Marketing

courtney@stockdr.com

As the Director of Marketing at Siler Wealth Management, Courtney is responsible for using data & analytics to drive marketing strategy and social engagement efforts of the firm. In addition to facilitating our biannual educational events and quarterly social events, she directs media relations, branding, advertising, and website development. She produces videos and content related to SWM’s events, happenings in the financial world, as well as to promoting SWM and the StockDr’s content.  

Courtney graduated with a double concentration in Business Marketing and Business Management along with Minors in Hospitality and Studio Art from the University of South Carolina Beaufort. There, she was a Softball Coach in addition to being the Sports Information Director. Courtney produced content and managed all social media accounts for the athletic department and sports teams along with game day broadcasts and media relations. Prior to coaching, she was a student-athlete and a member of the softball team from 2014-2017.

When she’s offline, she enjoys running, painting,  sports, and spending time with friends and family.