Palm Desert
Lee Ellen Walker, FPQP™
Director of Operations
Lee Ellen Walker serves as Director of Operations at Cypress Wealth Services. Lee manages the Service Team and is responsible for overseeing all client service responsibilities including onboarding new clients, ongoing account maintenance, and new advisor transitions. Lee has over 30 years of experience in financial services, having previously worked on Wall Street in New York before moving to the desert. She graduated with a Bachelor of Arts, in Economics and Finance from Rutgers University, and has the Financial Paraplanner Qualified Professional designation. Lee and her husband Eric live in Palm Desert and in their free time enjoy fitness training, traveling and hanging out with their grown children.
What are 3 words people use to describe you?
Loyal. Strong. Stylish.
What is the best advice you have ever been given?
Treat others the way that you would like to be treated.
Success comes from taking risks and trying new things. Sometimes you need to step out of your Comfort zone and into your Courage zone.
Building relationships with clients and their families and helping make goals and dreams reality.
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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