PARTNER
RISK MANAGEMENT
Philip M. de Bruyn
5005 LBJ Freeway, Suite 1313
Dallas, TX 75244
philip.debruyn@southernwealth.com
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T: 214.360.9292
F: 214.360.9050
- Responsible for the Risk Management group at Southern Wealth Management
- Prior to joining Southern Wealth Management in 2018, Philip was President & CEO of Capital Plan, Inc., which he joined in 1986
- Bachelor of Business Administration in Finance from the University of Oklahoma
- Master’s in Business Administration from Southern Methodist University
- Serves on the Board of Directors of M Financial Holdings, Inc.
- Serves on the Board of Directors of M Life Insurance Company
- Serves on the Board of Directors of M Financial Investment Advisers, Inc.
- Ranked 4thin Forbes 2021 Top Financial Security Professionals in USA
- Member of Finseca (formerly the Association of Advanced Life Underwriters, AALU)
- Member of The Life Underwriter Training Council Fellow (LUTCF)
- Member of the National Association of Insurance and Financial Advisors
- Member of the Dallas Estate Planning Council
- Member of The Priory in the USA of the Order of St. John
- Serves on the Planned Giving Advisory Council at Southern Methodist University
- Serves on the UT Southwestern Medical Foundation Planned Giving Council
- Former Chair of The Episcopal Foundation of Dallas
- Former Chairman of the Board of Trustees of the Parish Episcopal School
- FINRA licensed – Series 7, 26, 63, 66