PALM DESERT, CA., November 4, 2022 /PRNewswire/ — Cypress Private Wealth (CPW) proudly announces the addition of its new Senior Financial Advisor, John C. Polovick. John brings over a decade of experience working with private wealth clients and was responsible for managing client assets at Fidelity Investments and later at Strategic Wealth Advisors Group. Prior to Fidelity, John worked with financial institutions including JPMorgan Chase Bank.
John is delighted to continue serving his private wealth clients and joins us in recommending the services of Charles Schwab & Co. as well as TD Ameritrade for custodial services.
John has deep roots in the Coachella Valley and follows a family tradition as his father continues to serve clients as an active financial advisor. John resides in the Coachella Valley alongside his wife, Violet, and two sons Rowyn and Orion. When not in the office, you can see John giving back to the community and volunteering as a youth sports coach.
“We are delighted to have John C. Polovick join our team,” said Shad Lamm, CRPC®, Partner and Principal Financial Advisor for CPW. “We have always been committed to providing quality talent to our clients – wealth management advisors who treat our clients’ objectives with the same priority and seriousness as they would treat their own. John’s vast experience and its commitment to customers will continue in this tradition.”
Partner and Senior Financial Advisor for CPW, Mark Thatchercontinued, “John’s portfolio is incredible and he brings exceptional knowledge and experience to his clients. We are lucky to have him on the team and excited to move forward together.”
Located at 73575 El Paseo Suite 2300 at palm desertCPW is a wealth management company that provides solutions, education and empowerment to families and individuals who want to manage their assets.
SOURCE Cypress Private Wealth