Palm Desert
David Zeligson
Client Service Associate
David Zeligson serves as a Client Service Associate with Cypress Wealth Services. In his role, David opens new accounts, handles transfers of assets, processes withdrawals, and other account maintenance functions. He brings over 30 years of diverse financial services experience to his work with Cypress Wealth Services, having held operations and management roles in the Institutional Retirement Plan sector as well as senior corporate training and development positions for large retail/commercial banks. Originally from New England, David graduated with a B.A. in Psychology and M.A. in Sociology from the University of Connecticut. In 2002, he and his husband Michael relocated from Boston to Palm Springs. Using his knowledge of both financial services operations & learning and development, he transitioned into financial advisory operations, developing expertise with brokerage and custodial services. When David is not working, he likes to bake, travel, write and spend time with Michael and their two dogs, Jenny (a Pomeranian rescue dog) and Benji (a Shih Tzu), at home in Rancho Mirage.
What are 3 words people use to describe you?
Loyal, Trusted, Witty
What is the best advice you have ever been given?
People won't remember what you said or did, but they will remember how you made them feel.
No job is secure, even when you deliver valuable results in a financially thriving company.
I most enjoy working in operations, using my analysis and problem-solving skills to contribute towards strong practice management and helping clients with their account relationships.
What life lesson did you learn the hard way?
What do you enjoy most about working in wealth management?
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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