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MARKET COMMENTARY

May 20, 2015

Probity Advisors, Inc.’s Whitney Magers Earns Prestigious Industry Credential

FOR IMMEDIATE RELEASE

PROBITY ADVISORS, INC.’S WHITNEY MAGERS EARNS CERTIFIED FINANCIAL PLANNER DESIGNATION

Whitney Magers, CFP
Whitney Magers, CFP

DALLAS, TX, May 20, 2015 – Probity Advisors, Inc. is proud to announce that Whitney Magers has successfully fulfilled the requirements of the Certified Financial Planner® (CFP®) Program, a recognized standard of excellence for personal financial planning professionals. Individuals who have achieved the CFP® Certification have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP® certification is recognized as the highest standard in personal financial planning. It demonstrates a wealth management professional’s deep knowledge and commitment to helping clients build secure financial foundations and achieve financial goals.

Magers joined Probity Advisors, Inc. in 2012, bringing more than 15 years of experience to the firm’s financial and estate planning practice. As a financial advisor, Magers guides clients in decisions that promote estate preservation and investment growth. In addition, he provides retirement income planning and risk management guidance.

Magers earned a degree in finance from the University of Virginia in Charlottesville, VA, and he is a graduate of Highland Park High School in Dallas. Magers is active in several Dallas charitable and community organizations and is a frequent guest speaker for non-profit groups on estate planning topics and charitable giving. He is a board member and former president of the Calyx Club. Magers launched his career in the investment banking industry, working in New York and in San Francisco prior to transitioning to wealth management. He currently resides in Dallas with his wife and two children.

About Probity Advisors
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, 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 Planner® practitioners, Chartered Financial Analyst® charterholders, 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.

Important Disclosure: The information contained in this presentation is for informational purposes only. The content may contain statements or opinions related to financial matters but is not intended to constitute individualized investment advice as contemplated by the Investment Advisors Act of 1940, unless a written advisory agreement has been executed with the recipient. This information should not be regarded as an offer to sell or as a solicitation of an offer to buy any securities, futures, options, loans, investment products, or other financial products or services. The information contained in this presentation is based on data gathered from a variety of sources which we believe to be reliable. It is not guaranteed as to its accuracy, does not purport to be complete, and is not intended to be the sole basis for any investment decisions. All references made to investment or portfolio performance are based on historical data. Past performance may or may not accurately reflect future realized performance. Securities discussed in this report are not FDIC Insured, may lose value, and do not constitute a bank guarantee. Investors should carefully consider their personal financial picture, in consultation with their investment advisor, prior to engaging in any investment action discussed in this report. This report may be used in one on one discussions between clients (or potential clients) and their investment advisor representative, but it is not intended for third-party or unauthorized redistribution. The research and opinions expressed herein are time sensitive in nature and may change without additional notice.