Jeanie Wyatt, CFA, Named to Barron's List of Top Financial Advisors by State (2017)

Ms. Wyatt has been honored by Barron's on several occasions including Top Financial Advisors by State (2016 & 2015), Top 100 Women Advisors (2017, 2016, & 2015) and Top 100 Independent Advisors (2012, 2011, and 2010).

"STMM's motto, 'Helping Individuals, Individually' and our unwavering commitment to our disciplined investment process with a team of over 60 professionals across the state of Texas, have been the cornerstones of our success," said Ms. Wyatt.

She continued, "As we navigate the market in 2018, I am confident our model and services which also include complimentary financial planning for our clients and an open architecture Wealth Management Platform where we serve as a manager of managers, will continue to serve our multi-generational client base.  I am pleased and honored to work with our highly credentialed team and to be among this list of distinguished professionals. "

Barron's considers assets under management, revenue produced, regulatory record, and quality of practice when compiling its ranking. In evaluating advisors, they examine internal company documents, and 100 plus points of data provided by the advisors themselves. The list is published online at: http://online.barrons.com/report/top-financial-advisors/1000/2017.

President and Chief Economist, Dr. Jim Kee, added, "Congratulations to Jeanie and all of our employees at South Texas Money Management who are dedicated and work hard to serve our clients every day."

About South Texas Money Management, Ltd. STMM was founded in 2000 by Jeanie Wyatt, CFA. Today, STMM manages approximately $3.3 billion in assets (as of 12/31/2017), including equity, fixed income, and balanced asset classes, for individuals, trusts, retirement plans, charitable foundations and endowments as well as for bank trust departments and other institutions. Based in San Antonio, STMM has additional offices in Austin, Houston, Dallas, Corpus Christi and Brenham. For more information, see www.stmmltd.com.

CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.

Past performance is not indicative of future results. There is a risk of loss.

Media Contact: Josie Dorris, Senior Vice President and Director of Marketing & Public Relations (210) 824-8916 or [email protected]

SOURCE South Texas Money Management, Ltd.

Related Links

http://www.stmmltd.com