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Cypress Wealth Services adds experienced adviser

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Independent wealth management firm Cypress Wealth Services has appointed Christopher (Chris) Rick as Senior Vice President & Financial Advisor.

Rick is the third advisor to join Cypress Wealth Services, LLC this year. He was a Financial Consultant at Fidelity Investments where he managed over USD650 million of client assets. Before his seven-year tenure at Fidelity Investments, Rick worked with Morgan Stanley.
 
“I am excited to join Cypress,” Rick says. “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, says: “Chris is a great advisor, and we are very happy he is part of the Cypress family.”

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