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Our Team

PORTER L. OZANNE, III
AEP®, CHFC®

President and founder

With more than five decades of experience, Buddy is dedicated to guiding individuals and families in accumulating and preserving wealth.  His journey in financial services began in 1971, alongside his father, and since then, Buddy has helped innumerable clients build solid financial foundations and establish enduring legacies across multiple generations. Buddy holds the Chartered Financial Consultant® and Accredited Estate Planner® designations.

Buddy believes in the importance of taking time to educate clients and help them gain comfort and understanding with their financial decisions.  In order to expand and perfect the services he and his father had provided for decades, he founded Probity Advisors, Inc. in 2002 with the goal of providing holistic wealth management solutions that are better able to accommodate not only his clients’ estate and financial planning needs, but also to provide custom, individually managed portfolios.  Buddy’s approach is grounded in sound investment principles and in his deep care and concern for his clients.  His passion, leadership, vision, and his believe that if you do right by clients, then good things will happen, have motivated everyone at Probity Advisors to work hard and continue putting clients’ interests first. 

Outside the office, Buddy is active in his church where he has served in numerous leadership roles.  His hobbies include golf, fly fishing, and cheering for his beloved alma mater, Southern Methodist University (SMU), at sporting events.  Buddy is a board member of the Mustang Club and a member of the Associates Board at the Cox School of Business at SMU. He and his wife Linda live in Dallas where they enjoy frequent visits with their children and grandchildren.