Palm Desert, CA – Cypress Wealth Services is proud to announce the addition of Jim Bray, CFP®, CEPA®, as Managing Director and Senior Financial Advisor. Jim joins the firm with over 20 years of experience in financial planning and wealth management, bringing a deep commitment to guiding high-net-worth individuals and families through life’s most important financial decisions.

“Jim exemplifies the values that Cypress Wealth Services was built upon—integrity, balance, and a client-centered philosophy,” said Ross Biesinger, Partner at Cypress Wealth Services. “We are thrilled to welcome him to our team.”

“I am excited to join Cypress Wealth Services,” said Jim. “This firm’s culture of collaboration and client advocacy aligns perfectly with my passion for helping individuals and families achieve peace of mind through thoughtful financial planning.”

As a CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor, Jim specializes in comprehensive financial planning, investment portfolio design, and risk management. His approach combines technical expertise with a client-first mindset—helping families grow, protect, and preserve wealth across generations.

For more information about Jim Bray, please visit www.cypressws.com.

Media Contact:
Cypress Wealth Services
cypress@cypressws.com
760.834.7250