Cortnie Deakyne serves as a Client Service Associate with Cypress Wealth Services. In her role, Cortnie provides client service support and is responsible for a variety of service tasks including servicing accounts, processing account paperwork, and relationship management. Before Cypress Wealth Services, Cortnie was a Client Service Associate with The Cypress Group at Integrated Wealth Management from 2015-2017. Before Integrated Wealth Management, Cortnie worked for Aerotek Staffing for several years. Cortnie is originally from Annapolis, Maryland and graduated from Towson University in Baltimore, Maryland with a Bachelor’s of Science degree in Business Management. Cortnie enjoys outdoor activities including hiking, running, and being by the beach. Cortnie also enjoys trips exploring the West Coast and traveling back to Maryland to spend time with family and friends.
What are 3 words people use to describe you?
Positive. Loyal. Empathetic.
What is the best advice you have ever been given?
Don’t sweat the small stuff. Life is too short.
Always trust your initial instinct. It is usually never wrong.
I thoroughly enjoy seeing clients achieve their financial goals, large or small, and being able to be part of that process. Whether it’s assisting with an escrow payment to purchase their dream home or opening a 529 account for a new baby in their family, serving a small part in that special moment in their life is so rewarding.
What life lesson did you learn the hard way?
What do you enjoy most about working in wealth management?
The Financial Paraplanner Qualified Professional™ (FPQP™) designation is offered exclusively by the College for Financial Planning®—a Kaplan Company (CFFP). Professionals who have earned the FPQP™ designation are part of a financial planning team and often do most tasks associated with financial planning services.
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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