Philip M. de Bruyn

Principal

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Biography
Education & Other Highlights
Location(s)

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 America’s Top Financial Security Professional | 2021, 2022, and 2023

Resources

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