We have a single mission – to exceed our clients’ expectations across all levels of interaction with our firm – and the methodology underlying Five Star’s recognition serves as a source of personal validation for which we are incredibly grateful.
Dallas, TX (PRWEB) September 23, 2016
Probity Advisors, Inc. announces Adam Bronson, CFA® and Christopher Tyler Sorrow, CFA®, MBA have been recognized as Dallas/Fort Worth Five Star Wealth Managers for 2016. Bronson and Sorrow’s honor is featured in a special section of Texas Monthly magazine. This is Bronson’s second time to win the award. Sorrow has earned this award seven times in the past eight years.
Five Star Professional partnered with Texas Monthly to recognize a select group of Dallas/Fort Worth-area wealth managers who provide quality services to their clients. Bronson and Sorrow are featured, along with other award winners, in a special section of the August issue. Wealth managers are selected based on their credentials, experience, client retention rate, compliance and regulatory screening, assets under management, and other factors. More information about the award is available online at http://www.fivestarprofessional.com.
Chris Sorrow, Vice President of Probity Advisors, Inc., commented on the award: "This is an honor that is shared with a dedicated team of portfolio managers, financial planners, analysts, and all of our client services partners and staff. We have a single mission – to exceed our clients’ expectations across all levels of interaction with our firm – and the methodology underlying Five Star’s recognition serves as a source of personal validation for which we are incredibly grateful.”
The firm’s president, Porter L. “Buddy” Ozanne, said, “I am thrilled our associates are committed to upholding the values established by our organization when it was founded by my father 60 years ago. We congratulate Adam and Chris on this outstanding industry recognition.”
Bronson is responsible for implementation of the firm’s investment strategies and for managing its trading platform. He grew up in Fort Worth, TX, and attended Southern Methodist University (SMU) in Dallas on a full academic scholarship, graduating cum laude from the honors program with a Bachelor of Business Administration degree. Bronson lives in Fairview, TX with his wife and two children. Both Bronson and Sorrow hold the Chartered Financial Analyst® designation.
Sorrow oversees the macroeconomic analysis and research that inform the firm’s investment decisions. He also leads Probity’s compliance department. Sorrow earned his MBA from SMU and is a member of Beta Gamma Sigma honor society for his academic achievement during graduate school. Sorrow graduated magna cum laude from the University of Rochester in New York with a bachelor’s degree in economics. Prior to joining Probity, he advised hedge funds on mergers and acquisitions as an analyst at an economic consulting firm in Washington, DC. Sorrow resides with his family in the Lake Highlands neighborhood in Dallas.
About Probity Advisors
Probity Advisors, Inc. is a financial services firm based in Dallas, Texas. For more than 60 years, we have helped individuals, families and businesses manage their financial assets and resources in order to achieve financial independence and security.
With expertise in customized portfolio management, financial and estate planning, retirement benefits consulting, and risk management solutions, we provide a comprehensive and integrated approach to managing and building wealth.
Our highly credentialed team of Certified Financial Planners®, Chartered Financial Analysts®, Chartered Financial Consultants, and Accredited Estate Planners® is dedicated to helping our clients optimize their complete financial picture through a coordinated estate, investment, and tax strategy.