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