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Buddy Ozanne profile image

Buddy Ozanne

President and Founder at Probity Advisors, Inc.
Intro Book
Wealth management expert with 53 years of experience
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Location
Dallas, Texas, United States, US
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Bio

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Buddy Ozanne is a seasoned wealth management professional with 53 years of experience in building businesses and providing clients with a solid financial foundation and long-term financial security. He is a Partner and Chief Executive Officer at Ozanne and Associates, and has also founded Probity Advisors, Inc. and Wealth Services Alliance, LLC.

Credentials

  • Accredited Estate Planner (AEP)
    The National Association of Estate Planners & Councils
    Dec, 1990
    - Apr, 2026
  • Chartered Financial Consultant
    The American College
    Oct, 1984
    - Apr, 2026

Experience

  • Probity Advisors, Inc.
    • 10,000 North Central Expressway, Suite 1326, Dallas, Texas 75231
    • President and Founder
      • 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.

  • Wealth Services Alliance, LLC
    • Founding Partner
      • 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
      • Jan 1971 - Present

Education

  • 1966 - 1970
    Southern Methodist University
    BA, English

Suggested Services

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Industry Focus. “Wealth Management”

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