Kate Clark is the Managing Partner at Cypress Capital, bringing over 18 years of experience in the financial industry. Since starting her career in 2007, Kate has held key positions at First Franklin Financial, AMB Wealth, and Barnes Capital Group before founding Cypress Capital in 2018. In 2024, Kate was named an InvestmentNews: Rising Star Honoree.
Kate has obtained the Accredited Investment Fiduciary (AIF®), Certified Plan Fiduciary Advisor (CPFA®), and CERTIFIED FINANCIAL PLANNER® (CFP®) designations, and holds a Series 7 securities license through LPL Financial, a Series 66 securities license through both Cypress Capital and LPL Financial, as well as insurance licenses for Variable Life, Variable Annuities, Fixed Life, Fixed Annuities, Health, and Disability Insurance.
Kate earned a Bachelor of Science from the University of Florida and a Certificate of Financial Planning from Florida State University. She has shared her expertise as a guest lecturer for the Retirement Planning Today Series at Florida State University, part of the Financial Educators Network, in 2008 and 2009.
Outside of her professional endeavors, Kate resides with her husband on their family farm, where they raise cattle and care for their two rescued dachshunds. An avid outdoor enthusiast, she enjoys a variety of activities, including hiking, horseback riding, fishing, and hunting.
Kate is deeply committed to community involvement, having volunteered her time with several organizations. She has served as a Board Member for the Community Foundation of North Florida and The Gadsden Arts Center and Museum. Kate has served on the LPL Financial Ambassador Council, representing the 22,000+ LPL Advisors nationwide. She is also actively involved in the Tallahassee Chamber of Commerce and is a proud graduate of Leadership Tallahassee Class 33.
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 successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Investment News’ Rising Stars nominations of advisers and associated professionals are evaluated based on: accomplishment to date, contribution to the industry, leadership and promise. 2024 InvestmentNews Rising Stars, created by InvestmentNews. Presented in November 2024, based on data gathered from July 2024 to October 2024. Over 600 advisors were considered, 85 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Starting in July 2024, InvestmentNews invited financial advice and wealth-management professionals across the country to nominate their most exceptional young talent for the inaugural Rising Stars list. Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth-management with a clear passion for the industry. Nominees were asked about their current role, key achievements and career goals, as well as the contributions they’ve made to shaping the industry. Recommendations from managers and senior industry professionals were also considered. The Rising Stars were determined by an independent panel of industry leaders. The receipt of this award had no associated compensation and was solely based on the metrics described. |