Buddy Ozanne

Buddy Ozanne Email and Phone Number

President and Founder, Probity Advisors, Inc. @ Probity Advisors, Inc.
dallas, texas, united states
Buddy Ozanne's Location
Dallas, Texas, United States, United States
Buddy Ozanne's Contact Details

Buddy Ozanne work email

Buddy Ozanne personal email

n/a
About Buddy Ozanne

Entrepreneur with more than 50 years of experience helping individuals, families, and business owners grow and protect their wealth and preserve their legacy. Driven to deliver trusted, focused expertise in all aspects of wealth management. Specialties: Financial planning, estate planning, business retirement plan consulting, and business exit strategy planning.

Buddy Ozanne's Current Company Details
Probity Advisors, Inc.

Probity Advisors, Inc.

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President and Founder, Probity Advisors, Inc.
dallas, texas, united states
Website:
probityadvisors.com
Employees:
9
Buddy Ozanne Work Experience Details
  • Probity Advisors, Inc.
    President And Founder
    Probity Advisors, Inc. May 2002 - Present
    10,000 North Central Expressway, Suite 1326, Dallas, Texas 75231
    Founded Probity Advisors, Inc. to offer clients a boutique investment experience and a comprehensive and integrated approach to wealth management. Our advisors help clients determine both short- and long-term financial goals and develop a plan to meet those goals. The plan is continuously monitored and adjusted based on clients’ changing needs and life circumstances.
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  • Wealth Services Alliance, Llc
    Founding Partner
    Wealth Services Alliance, Llc Jan 2008 - Present
    Wealth Services Alliance, LLC (WSA) encompasses experts across all areas of wealth management, including accounting, investing, insurance, and retirement planning. WSA brings together a team of advisors to help clients optimize their complete financial picture with a coordinated estate, investment, and tax strategy.
  • Ozanne And Associates
    Partner And Chief Executive Officer
    Ozanne And Associates Jan 1971 - Present

Buddy Ozanne Skills

Investments Estate Planning Retirement Planning Retirement Portfolio Management Finance Insurance Financial Advisory Strategy Financial Services Wealth Financial Planners Wealth Management 401k Strategic Planning Employee Benefits Strategic Financial Planning Asset Management Managerial Finance Due Diligence Succession Planning

Buddy Ozanne Education Details

Frequently Asked Questions about Buddy Ozanne

What company does Buddy Ozanne work for?

Buddy Ozanne works for Probity Advisors, Inc.

What is Buddy Ozanne's role at the current company?

Buddy Ozanne's current role is President and Founder, Probity Advisors, Inc..

What is Buddy Ozanne's email address?

Buddy Ozanne's email address is bo****@****ors.com

What schools did Buddy Ozanne attend?

Buddy Ozanne attended Southern Methodist University.

What are some of Buddy Ozanne's interests?

Buddy Ozanne has interest in Mentoring Business School Students, Golf, Fly Fishing, Flying And Snow Skiing.

What skills is Buddy Ozanne known for?

Buddy Ozanne has skills like Investments, Estate Planning, Retirement Planning, Retirement, Portfolio Management, Finance, Insurance, Financial Advisory, Strategy, Financial Services, Wealth, Financial Planners.

Who are Buddy Ozanne's colleagues?

Buddy Ozanne's colleagues are Alissa Kaiser, Sundus Hassan.

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