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

SAN ANTONIO, TX (March 16, 2018) – Leading San Antonio independent investment management firm, South Texas Money Management, Ltd. (STMM), announced that Jeanie Wyatt, CEO & Chief Investment Officer, achieved a top industry ranking among investment advisors on Barron’s prestigious list of Top Financial Advisors by State. Ms. Wyatt was among the Top 10 listed in Texas. The Wall Street Journal also published the honorees on March 13, 2018.


Ms. Wyatt has been honored by Barron's on several occasions including Top Financial Advisors by State (2017 & 2016), Top 100 Women Advisors (2017, 2016, & 2015), and Top 100 Independent Advisors (2012, 2011, & 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 over 100 points of data provided by the advisors themselves. The list is published online at: http://www.barrons.com/report/top-financial-advisors/1000/texas/2018.


STMM 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.


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