Palm Desert
Janice Walton
Client Service Associate
Janice Walton serves as a Client Service Associate with Cypress Wealth Services. In her role, she opens new accounts, manages asset transfers, processes withdrawals, and handles a wide range of account maintenance functions. Janice brings decades of industry experience and a genuine passion for delivering exceptional client service. Prior to joining Cypress, Janice spent 36 years with Capital Group Companies/American Funds, serving as a Senior Client Service Representative in Territory Support. She worked closely with investors, financial professionals, wholesalers, and a variety of financial intermediaries. Through this experience, she developed deep subject matter expertise across a broad range of account types and became highly skilled in navigating complex service matters. Janice has four adult children and enjoys caring for her home in Palm Desert along with her three small dogs. She also cherishes time spent with her son and grandchildren who live on the coast. She loves the sunshine and beautiful views both in the desert and by the ocean.
What are 3 words people use to describe you?
Dedicated. Empathetic. Committed.
What is the best advice you have ever been given?
It was simply through observation of how my grandmother consistently expressed her appreciation to those who provided any kind of essential services for her. I know she wanted them to feel valued and appreciated, while at the same time, I know it was so comforting to her to receive skillful care from those dedicated to their service.
Be prepared to always be responsible for yourself.
What I enjoy most about working in Wealth Management is its deeper purpose. It aligns with my personal values, strong ethics, and commitment to service excellence. At its core, wealth management is about building trust, understanding each client’s unique goals, and delivering thoughtful, strategic guidance. Helping individuals and families protect, grow, and preserve their wealth in a personalized and holistic way is both meaningful and rewarding to me.
What life lesson did you learn the hard way?
What do you enjoy most about working in wealth management?
