McCrary has four years of experience in the insurance, investments and financial-services field and 10 years experience in the banking industry. While Stone has more than four years experience in the insurance, investments and financial services field but has 13 years in the banking industry.

McCrary will manage estate strategies, wealth accumulation, business strategies and executive benefits for both publicly and privately held companies.

The company is affiliated with Platinum Wealth Solutions of Texas LLC and is a member of John Hancock Financial Network.

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