Brent McCrary, CFP®

certified financial planner professional

210-998-5037
210-998-5001
bmccrary@pws-texas.com

Brent McCrary is a Financial Advisor at Platinum Wealth Solutions of Texas, a financial services firm experienced in estate strategies, wealth accumulation, business strategies and executive benefits for both publicly and privately-held companies.

As a financial professional he is uniquely qualified to address the diverse needs of high-net-worth individuals. Brent provides recommendations for asset allocation, funding for education, retirement, and long-term care insurance. He works closely with business owners, executive teams, and their advisors to help pursue their financial goals.

Education

Bachelor of Science, Business Management, Texas State University-San Marcos, Texas

Past Professional Experience

Financial Advisor - New York Life Insurance Company
District Sales Manager - HSBC

Professional Licenses / Registrations

Group 1
Series 6
Series 63
Series 65
Series 7
CFP® - Certified Financial Planner™

Memberships & Affiliations

Business Association of San Antonio- Executive Committee Member & Ribbon Cutting Chairman
Golf Committee - Cystic Fibroses Foundation
ICP Industries, LLC - Board of Directors

Personal Data

Brent enjoys spending time with his wife Melina and daughter Lauren, and watching and playing sports.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.