Cypress Wealth Services Press Release
Palm Desert, CA.—Cypress Wealth Services, LLC, a registered investment advisory firm, has announced that Leigh Smith, CLU, ChFC, has joined the firm as a Senior Financial Advisor. Leigh is Cypress's first advisor in Georgia.
"We feel very grateful to attract talented advisors," announced Ross Biesinger, a Partner at Cypress Wealth Services. "Leigh brings a great deal of industry experience. But, more importantly, she has genuine care and passion for helping people understand and take control of their financial lives. She fits perfectly with our culture and team."
"I chose Cypress because they share the same values and care for clients," said Leigh. "They have turnkey resources to help me deliver a higher level of service and care for my clients." Leigh believes every client deserves a comprehensive financial plan. Her goal is to help remove the stress and anxiety that can sometimes surface when creating a plan and dealing with financial matters. The core of her approach and passion centers around financial education, so she founded the Wealth Academy of Georgia. Leigh offers multiple classes each year on various financial topics through the academy. In addition, Leigh is a proud educator with COFE, a 501(c)(3) organization focused on financial literacy.
With the addition of Leigh, Cypress Wealth Services expands into the beautiful state of Georgia. In addition, Cypress Wealth Services plans on adding more like-minded advisors. If you are interested in joining Cypress Wealth Services, please contact Cypress@CypressWS.com.
Leigh Smith is located in Athens, Georgia, and can be reached at 770.281.9390 or Leigh@CypressWS.com.
About Cypress Wealth Services
Cypress Wealth Services is an independent RIA firm providing financial planning and investment management to high net worth individuals, families, business owners, and institutions. Cypress Wealth Services is comprised of professionals with diverse backgrounds and extensive experience and qualifications. Cypress Wealth Services is uniquely qualified to serve a broad range of client needs. Their experience and expertise act as a foundation for their client service process, The Second Growth, which focuses on efficiently protecting, growing, and transferring the wealth and legacy a person has already built to their loved ones. With advisors in Palm Desert, CA, Tustin, CA, Athens, GA and Anchorage, AK, the firm serves clients across the country. Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning, and more. For more information: visit www.CypressWS.com or call 760.834.7250.
Freedom Partners supports Cypress Wealth Services with back-office support services including operations, marketing, and growth initiatives.