Brent McCrary, CFP®

Brent McCrary, CFP®

Financial Advisor

Brent McCrary is a Financial Advisor at Platinum Wealth Solutions of Texas, 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. 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 realize their financial goals.

Education
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

Licensed in: TX, LA

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

Personal Data

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

Address

3522 Paesanos Parkway, Suite 100

San Antonio, Texas 78231

Phone (210) 998-5037
Fax (210) 998-5001
Mobile Phone (713) 248-3080