Brent McCrary, CFP®

Brent McCrary, CFP®

Certified Financial Plannerâ„¢ Professional

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

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.

Brent McCrary Website

LinkedIn Profile