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.
- 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.