Philip-M.-de-Bruyn

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