Advisor Whitney Magers has joined Probity Advisors, bringing more than 15 years experience to the firm’s financial and estate planning practice.
At Probity Advisors, Magers will guide clients in decisions that promote estate preservation and investment growth. Additionally, he will provide retirement income planning and risk management guidance.
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Magers had started his career in the investment banking industry, working in New York and in San Francisco prior to transitioning to wealth management.
Meanwhile, the firm has two of its employees complete ten years in the organization, vice president Christopher Sorrow and associate portfolio manager Adam Bronson. Both had joined in July 2002.
While Sorrow oversees the macroeconomic analysis and research that inform the firm’s investment decisions, Bronson is responsible for implementation of the firm’s investment strategies and for managing its trading platform.
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