Verified recordInvestment Management

Buddy Ozanne

Founding Partner at Probity Advisors, Inc

Based in Dallas, United States

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Seniority

C-Team

Department

General Business & Management

Location

Dallas

Industry

Investment Management

Company size

11

Contact information

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Email

1 credit

b•••••••@probityadvisors.com

Phone

5 credits

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Background

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, estate settlement, business retirement plan consulting, and business exit strategy planning.

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