Philip de Bruyn is a wealth management financial advisor based in Dallas, TX.
Philip joined CAPTRUST in 2023 from Southern Wealth Management. He serves as a principal and assists clients with design, implementation, monitoring, and administration of life insurance portfolios.
Philip holds a Bachelor of Business Administration degree in finance from the University of Oklahoma and a Master of Business Administration from Southern Methodist University.
When he’s not working, he enjoys spending time with family and friends, golf, motorsports, the Springboks (rugby), and Oklahoma Sooner football.
Education
- Bachelor of Business Administration degree in finance from the University of Oklahoma
- Master of Business Administration degree from Southern Methodist University
Industry Involvement
- Member, Board of Directors, M Life Insurance Company
- Member, Board of Directors, M Financial Investment Advisers, Inc.
- Member, Board of Directors, M Financial Group
- Member, Finseca (formerly the Association of Advanced Life Underwriters, AALU)
- Member, The Life Underwriter Training Council Fellow (LUTCF)
- Member, The National Association of Insurance and Financial Advisors
- Member, Dallas Estate Planning Council
Memberships
- Member, Planned Giving Advisory Council, Southern Methodist University
- Member, UT Southwestern Medical Foundation Planned Giving Council
- Member, Priory in the USA of the Order of St. John
- Member, The Cary M. Maguire Center for Ethics in Financial Services, The American College
Awards & Recognition
- Forbes/SHOOK Research Top 100 Financial Security Professional | 2021, 2022, 2023, 2024
