FOR IMMEDIATE RELEASE
PROBITY ADVISORS, INC. VICE PRESIDENT CHRISTOPHER SORROW RECOGNIZED AS FIVESTAR WEALTH MANAGER
DALLAS, TX, July 22, 2013 – Probity Advisors, Inc. announces Vice President Christopher Tyler Sorrow, CFA®, MBA has been recognized as a “Five Star Wealth Manager” a fourth time. Sorrow’s honor is featured in Texas Monthly magazine’s August 2013 issue. Sorrow previously earned this award in 2009, 2010, and 2011.
Sorrow was selected based on research of thousands of wealth managers in the Dallas-Fort Worth area. The rigorous research process relies on input from peers, regulatory authorities, and clients, and the award is limited to less than 5% of all eligible wealth managers in the Dallas-Fort Worth area. Managers are selected based on their credentials, experience, client retention rate, client satisfaction, compliance and regulatory screening, assets under management, and other factors.
Chris Sorrow commented on the award: “This honor is simply recognition of the hard work and dedication of our team of portfolio managers, financial planners, analysts, our account services department, and our entire staff. It reflects our reputation for exceeding clients’ expectations and providing a highly personalized experience to each and every individual we work with.”
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 Chris on this outstanding industry recognition.”
Four-year winner Sorrow, vice president with Probity Advisors, Inc., has more than 15 years of experience in the financial services industry. He is a member of the firm’s investment committee and 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 Southern Methodist University (SMU) in Dallas 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 is a competitive triathlete and has completed three Ironman-distance triathlons, swimming 2 ½ miles, biking 112 miles, and running a marathon all in one day. He resides in Dallas with his wife and daughter.
About Probity Advisors
Probity Advisors, Inc. is a financial services firm based in Dallas, Texas. For more than 40 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, risk management solutions, and tax planning, we provide a comprehensive and integrated approach to managing and building wealth.
Our team of Certified Financial Planners®, Chartered Financial Analysts®, Chartered Financial Consultants, and Accredited Estate Planners® can help you optimize your complete financial picture with a coordinated estate, investment and tax strategy.