Brent McCrary and Clayton Taylor are proud members of the Business Association of San Antonio (BASA). They help individuals, families, and businesses pursue their investment, retirement, and protection goals. They have a passion for the planning process and believe behind most good outcomes began with a great plan.
Brent McCrary, CFP®
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.
- Bachelor of Science, Business Management
- Texas State University-San Marcos, Texas
Past Professional Experience
- Financial Advisor with New York Life
- District Sales Manager with HSBC
Professional Licenses / Registrations
- Group 1
- Series 6
- Series 63
- Series 65
- Series 7
Memberships & Affiliations
- Development Committee - San Antonio Sports Foundation
- Development Committee Co-Chair - Stone Oak Business Association
- Co-Founder - River City Business Network
- Treasurer - Mesa Grande HOA
- Board of Directors - ICP Industries, LLC
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.
Clayton Taylor is a Financial Advisor at Platinum Wealth Solutions of Texas, a financial services firm whose mission is to impact the lives, lifestyles and legacies of its clients and associates. They are committed to a comprehensive financial analysis process that allows a thorough understanding of a client's goals and financial situation, and delivering the personalized service that clients desire by providing customized solutions to help meet their needs.
As a Financial Advisor, Clayton is uniquely qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance.
He works closely with business owners, executive teams and their advisors to help realize their financial goals and implement strategies to meet their distinctive needs.
As a swim coach in his neighborhood. Clayton worked as Head Coach for the Timberwood Park Swim Team coaching young athletes from ages of 5 to 18, teaching them to set goals and create workouts to help them reach their full potential. During the COVID pandemic he worked with the HOA to create a summer swim clinic for the children of the neighborhood. As a real estate support professional, he worked to help agents with research to evaluate properties and real estate investment opportunities.
- University of the Incarnate Word
- Minor in Accounting
Professional Registrations & Licenses
- FINRA Series 7
- FINRA Series 66
- Life, Accident, and Health Insurance
I am deeply committed to creating relationships built on trust and respect, by helping my clients in developing and navigating their personally tailored financial plan. By giving attention to detail in developing innovative solutions, I seek to deliver results to my clients that move them towards the realization of their dreams.
Clayton is interested in fitness, fishing, waterfowl conservation, and his favorite sports team is the San Antonio Spurs. His favorite sports include swimming, college football, golf, UFC, and soccer. He is involved in the University of The Incarnate Word’s Meet the Mission and his place of worship is the Community Bible Church.