Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
Kate Clark is a tenured leader in the financial industry with over 17 years of experience driving impactful financial solutions. As managing partner of Cypress Capital, she leverages her expertise to help clients navigate complex financial landscapes.
Clark’s credentials include the CFP®, AIF®, and CPFA® designations, showcasing her comprehensive skill set in both investment management and financial planning. Her journey in finance began with key roles at several regional firms, culminating in the founding of Cypress Capital in 2018.
Passionate about community and industry involvement, Clark has served on multiple nonprofit boards and organizations. She is a graduate of Leadership Tallahassee and currently serves as a board member of the Community Foundation of North Florida. Professionally, she represents the interests of over 22,000 LPL Advisors nationwide as a member of both the LPL Financial Ambassador Council and LPL Research Council.
When not in the office, Clark embraces life on the family farm where she resides with her husband, raising cattle and caring for their two rescued dachshunds. An avid lover of the outdoors, she enjoys hiking, horseback riding, fishing, and hunting. Her dynamic blend of expertise, leadership, and passion for the community sets her apart as a transformative force in financial planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who succesully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Securities offered through LPL Financial - Member FINRA/SIPC. Investment advice offered through LPL Financial and Independent Advisor Alliance LLC, registered investment advisors. Cypress Capital is another business name of Independent Advisor Alliance LLC. Independent Advisor Alliance LLC is a separate entity from LPL Financial.
738 E Park Ave, Tallahassee, FL 32301
850 583 5377
kclark@mycycap.com
linkedin.com/in/kate-clark-aif%C2%AE-cfp%C2%AE-cpfa-86260018
Cypress.Capital
Kate Clark, AIF®, CFP®, CPFA®
Managing Partner
Cypress Capital
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Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2007
2010
2018
2018
2020–2023
Started in the financial services industry, straight out of college, as a marketing and sales assistant
2007
Started her career as a financial advisor with an independent firm
2010
Took her greatest leap of faith and founded Cypress Capital, with a singular vision to offer more to her clients. What started as a mission of one has become a team that supports the firm’s clients every step of the way.
2018
Became a Principal at Johnson Investment Counsel, recognizing his contributions to the firm
2018
Promoted to Director, Portfolio Manager, Principal in 2020, and most recently to Managing Director, Portfolio Manager and Principal in 2023
2020–
2023
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
sales@icapitalnetwork.com
Disclosure
Raymond James’ AMP Achiever’s Club membership is awarded to Financial Advisor Trainees with 0–8 years of service to the firm. Qualifications are based on current Advisor Mastery Program production and anniversary goals. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
info@exit59advisory.com