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

SAN ANTONIO, TX (March 20, 2019) – Leading San Antonio independent investment management firm, South Texas Money Management, Ltd. (STMM), announced that Jeanie Wyatt, Chairman, achieved a top industry ranking among investment advisors on Barron’s prestigious list of Top Financial Advisors by State. Ms. Wyatt was listed number 11 in Texas and was the highest ranked female. The Wall Street Journal also published the honorees on March 12, 2019.


Ms. Wyatt has been honored by Barron's on several occasions including Top Financial Advisors by State (2018, 2017 & 2016), Top 100 Women Advisors (2018, 2017, 2016, & 2015), and Top 100 Independent Advisors (2018, 2012, 2011, & 2010).


“I am pleased and honored to work with our highly credentialed team and to be among this list of distinguished professionals,” said Jeanie Wyatt.


She continued, “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.”


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 over 100 points of data provided by the advisors themselves. The list is published online at: https://www.barrons.com/report/top-financial-advisors/1000/2019


Christian Ledoux, CFA, Chief Investment Officer, stated, “I echo Jeanie that it is a pleasure to work with the talent at South Texas Money Management. Our motto of “Helping, Individuals, Individually”, our high standards of integrity, and our commitment to our investment philosophy are the cornerstones of our success.”


He continued, “Jeanie is a treasure to the Investment Advisory Services industry. She is a role model and a trail blazer, and most certainly deserving of this honor.”


About South Texas Money Management, Ltd.

STMM was founded in 2000 by Jeanie Wyatt, CFA. Today, STMM manages approximately $3.6 billion in assets (as of 1/31/2019), 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, Brenham/College Station, Corpus Christi, Houston, and Dallas.


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