Bruce W. Stroup, LUTCF, MBA

investment advisor representative

210-998-5035
210-998-5001
bstroup@pws-texas.com

Bruce Stroup, LUTCF, MBA is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC, a financial services firm specializing 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. Bruce 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 realize their financial goals.

Education

Master of Arts International Relations - University of Southern California, Cambridge Campus Cambridge, England
Bachelor of Science, Business Management, and Economics- Georgetown College, Georgetown, KY
Graduate Air Command and Staff College

Past Professional Experience

12 year U.S. Air Force Veteran

Awards

MDRT, Qualifying and Lifetime Member
Five Star Wealth Manager- 2014, 2015, 2016, & 2017

Professional Registrations

Group 1
Series 6
Series 7
Series 63

Memberships & Affiliations

Independent Cattlemen’s Association of Texas, Member
Hill Country Optimist Club, Member
Boerne Rotary Club, Member
NAIFA - San Antonio, Member
Roy Mass' Youth Alternatives, Inc.- Board of Directors

Personal Data

Bruce and his wife, Mary Jo, have two daughters, Katie and Michele. They reside in Boerne.

LinkedIn Profile

*Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.

**Five Star Award Presented to 7% of wealth managers with at least five years experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Wealth Managers do not pay a fee to be included in the research. Details of the award can be viewed at http://www.fivestarprofessional.com.