Our Associates

Our team approach adds perspective to all we do and provides increased benefits to our clients

At Platinum Wealth Solutions, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Ronald Botello

Ronald R. Botello, FSS, CLTC

Investment Advisor Representative

(210) 998-5030

(210) 998-5001

Carlos Camarillo

Carlos Camarillo

Investment Advisor Representative

(210) 998-5017

(210) 998-5001

Mark Carolin

Mark Carolin

Investment Advisor Representative

(210) 492-8620

(210) 998-5001

Javier Fernandez

Javier Fernandez CPA®, MBA

Investment Advisor Representative

(210) 492-1627

(210) 492-1636

Clay  Miller

Clay Miller

Financial Advisor

(210) 998-5026

(210) 998-5001

Brent McCrary

Brent McCrary, CFP®

Certified Financial Plannerâ„¢ Professional

(210) 998-5037

(210) 998-5001

Jennifer Scroggins

Jennifer L. Scroggins

Investment Advisor Representative

(210) 998-5010

(210) 998-5001

Bruce Stroup

Bruce W. Stroup, LUTCF, MBA

Investment Advisor Representative

(210) 998-5035

(210) 998-5001

Thomas Valenti

Thomas A. Valenti, AIF®

Investment Advisor Representative

(210) 998-5023

(210) 998-5001

Nicholas Valenti

Nicholas C. Valenti, CFP®, CLU®

Investment Advisor Representative

(210) 998-5038

(210) 998-5001

Arthur Wharton

Arthur D. "Trey" Wharton, III

Investment Advisor Representative

(936) 291-1560

(210) 998-5001