Arizona
Carey McCrady, CFP®
Financial Advisor
Carey McCrady, CFP®, joined Cypress Wealth Services in May 2023 as a Financial Advisor. Carey takes an educational approach to helping clients. He believes it's important to ensure that clients understand every aspect of their financial plan, whether it's about their portfolio, the value of a Roth conversion, or other tax planning strategies that can positively impact the plan's success. Carey works with high-net-worth clients and business owners to provide comprehensive financial planning. He also specializes in working with retirement plan sponsors to help manage the fiduciary responsibility of offering a 401(K). Carey started in the financial services industry in 2006 and spent most of his career working for Vanguard before transitioning to the independent advisor space. At Vanguard, he primarily worked on the retirement plan side of their business, advising high-net-worth and executive plan participants. Carey grew up in Utah and has lived in Arizona for 20+ years with his wife and two daughters. He enjoys golfing, skiing, going to Disneyland, firing up the grill, and cooking for family and friends.
What are 3 words people use to describe you?
Loyal, Insightful, Humble
What is the best advice you have ever been given?
Stop swimming upstream. Hearing that made me reflect on the way I approach things in my life. Do what’s right and surround yourself with good people who share the same values.
Getting an education opens up more opportunities for you. I waited to do this until after my wife, and I had started a family. If I could do this over, I would flip the order. Going to school while raising children is really difficult.
What I enjoy most about working in wealth management is the opportunity to build relationships with clients and help them achieve their financial goals. The work is challenging and incredibly rewarding.
What life lesson did you learn the hard way?
What do you enjoy most about working in wealth management?
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The information on this website is 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 and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.
Investment advisory services are offered through Cypress Wealth Services, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated and neither offer legal or tax advice. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered.
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