About Us

At Probity Advisors, Inc.®, our name reflects our guiding principle. Probity, by definition, means integrity and honesty. That’s what you can expect, in all facets of your relationship with our company.

Probity Advisors, Inc. is a financial services firm based in Dallas, Texas. For more than 60 years, Probity has 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, risk management solutions and tax planning, Probity provides a comprehensive and integrated approach to managing and building wealth.

Probity’s team of Certified Financial Planners®, Chartered Financial Analysts®, and Chartered Financial Consultants® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with a coordinated estate, investment and tax strategy.

 

Our Client Services Team

Adam Bronson, CFA®, CFP®
Adam Bronson, CFA®, CFP®
Portfolio Manager

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Alissa Kaiser
Alissa Kaiser
Senior Associate

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Christopher Sorrow, MBA, CFA®
Christopher Sorrow, MBA, CFA®
Vice President

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Porter L. Ozanne, III, AEP®, ChFC®
Porter L. Ozanne, III, AEP®, ChFC®
President

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Tyler Ozanne, CFP® Principal
Tyler Ozanne, CFP® Principal
Ozanne Financial Services

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About Wealth Services Alliance®

Wealth Services Alliance was created to offer comprehensive financial and wealth management services to clients through an alliance of two independent, experienced companies. Each company specializes in different areas of personal and business finance, simultaneously working together to provide holistic solutions and advice.

Probity Advisors, Inc.® – a comprehensive financial management firm employing the latest technology, research, and insight to deliver individualized, professionally-managed portfolios. In addition, Probity also provides corporate retirement planning services. The associates at Probity include estate and financial planning advisors, as well as highly-credentialed and experienced portfolio managers and analysts.

Ozanne Financial Services – a holistic financial planning firm offering retirement planning, estate planning, and risk management. This is achieved through life, disability and long-term care insurance, education planning, and business continuation and exit strategy. Ozanne Financial Services also offers corporate retirement plan design and education.