Philip M. de Bruyn is a partner at Southern Wealth Management, LLP, where he is responsible for the risk management group. Previously, he was President and CEO of Capital Plan (which merged with Southern Wealth Management), a Member Firm since 1981.
Philip has been advising clients for over 35 years with respect to the design, implementation, monitoring, and administration of their respective wealth transfer plans. He has been active in the M Community and has presented at numerous M Marketing Meetings and National Advisors Conferences on topics of interest to M Member Firms and advisors.
Philip currently Chairs the Board of Trustees of the Episcopal Foundation of Dallas, serves on the Planned Giving Advisory Council at Southern Methodist University, and is a member of the Estate Planning Council at UT Southwestern Medical Foundation.
Philip earned a B.B.A. in finance from the University of Oklahoma and an MBA from Southern Methodist University.