Cypress Wealth Services Continues Growth by Adding Experienced Financial Advisor Christopher Rick
PALM DESERT, Calif.--(BUSINESS WIRE)--Sep 18, 2018--Cypress Wealth Services, LLC, an independent wealth management firm, has announced that Christopher (Chris) Rick has joined the firm as Senior Vice President & Financial Advisor.
Chris Rick is the third advisor to join Cypress Wealth Services, LLC this year. Chris was a Financial Consultant at Fidelity Investments where he managed over $650 million of client assets. Before his 7-year tenure at Fidelity Investments, Chris worked with Morgan Stanley.
“I am excited to join Cypress,” Chris Rick said. “I feel this move allows me to provide the transparent and full-service experience I want to offer clients. Partnering with Cypress allows me to stay focused on client needs, while leveraging Cypress’s infrastructure and community presence.”
Mark Thatcher, a founding partner of Cypress Wealth Services is excited about the firm’s rapid growth. “It is exciting and humbling to see our firm grow,” Mark said. “Chris is a great advisor, and we are very happy he is part of the Cypress family.” Cypress Wealth Services now has thirteen advisors and currently manages more than $850 million in assets under management. Cypress Wealth Services expects continued growth through advisor transitions and mergers over the coming months and years.
Chris Rick joined the Cypress Wealth Services, LLC Palm Desert office located at 74150 Country Club Drive, Palm Desert. He can be reached at 760.834.7250 or Chris.Rick@CypressWS.com.
About Cypress Wealth Services
Cypress Wealth Services (CWS) is an independent Registered Investment Advisory (RIA) firm that provides proactive financial advice and investment management for high net worth families, business owners, and institutions. Cypress Wealth Services is comprised of professionals with diverse backgrounds and extensive experience, qualifications and is uniquely qualified to serve a broad range of client needs. CWS’s experience and expertise have been the foundation for their proactive client service process and client Standard of Care. CWS’s multi-generational approach focuses on efficiently protecting and growing wealth while providing proactive financial advice as a client moves through each new stage of life. With offices in Palm Desert, CA and Anchorage, AK, the firm serves clients across the country. For more information: visit www.CypressWS.com or call 760.834.7250.
This press release provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place. Form ADV contains important information about the advisory services, fees, business, background and experience of advisory personnel. This form is publicly available and may be viewed here.
View source version on businesswire.com:https://www.businesswire.com/news/home/20180918005091/en/
CONTACT: for Cypress Wealth Services, LLC
Erik Mora, 949.751.7407
KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA
INDUSTRY KEYWORD: PROFESSIONAL SERVICES FINANCE
SOURCE: Cypress Wealth Services, LLC
Copyright Business Wire 2018.
PUB: 09/18/2018 10:00 AM/DISC: 09/18/2018 10:01 AM