SAN ANTONIO, TX - March 16, 2016 – 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 25 listed in Texas.
Ms. Wyatt has been honored by Barron's on several occasions including Top Financial Advisors by State (2016), Top 100 Women Advisors (2015) and Top 100 Independent Advisors (2010, 2011, and 2012).
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/1000/2015.
Wyatt stated, “In October of 2015, Credit Suisse shut down its US Wealth Management unit. More recently, RBS (Royal Bank of Scotland) announced it would be cutting jobs to scale back in-person advice to customers. We are very pleased at South Texas Money Management to be able to continue offering personalized, individual, and professional client service.”
“I am honored and proud of this recognition and distinction in Barron’s ranking of the Top Financial Advisors by State and to represent a deep bench of outstanding professionals at South Texas Money Management where our disciplined investment process and our Motto, ‘Helping Individuals, Individually,’ have been cornerstones of our success,” continued Wyatt.
About Barron’s Magazine
Barron’s is a premier financial magazine, renowned for its market-moving stories. Barron’s provides concise analysis and advice on how to invest in stocks, bonds, ETFs, options, emerging markets, commodities, and more each week in Barron’s magazine and daily on Barrons.com. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals.
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Posted on Wed, March 16, 2016
by Josie Coiner