Bud McRae

About Bud McRae

For more than 17 years, I have dedicated myself to serving as a Wealth Management Advisor and own my own company, McRae Wealth Management, LLC, which is affiliated with International Assets Advisory, LLC. Holding the designation of Accredited Asset Management Specialist™ (AAMS™), I am passionately committed to addressing the distinctive wealth management needs of high-net-worth individuals and their families. My areas of expertise encompass crafting reliable income streams for retirees, diversifying portfolios through alternative investments, and implementing asset-based long-term care insurance solutions. I specialize in developing meticulous and precise financial plans, tailoring customized investment portfolios to align seamlessly with client risk tolerance and financial objectives. My approach is anchored in stewardship, embodying the responsibility to oversee and safeguard assets considered worth caring for and preserving. Beyond my role in wealth management, I have contributed significantly as the Chief of Development at various non-profit organizations. In this capacity, I have spearheaded strategic initiatives, provided insightful strategic planning, nurtured relationships with major donors, and driven organizational growth through multifaceted development endeavors. This has involved expanding market presence and enhancing revenue streams. On a personal note, I recently achieved a milestone by publishing the first book in a trilogy, titled \"Roots and Branches: A 19th Century Saga.\" This literary work delves into the captivating lives and enduring legacies of two extraordinary individuals: the Honorable Hogue Funston and his son, Brigadier General Frederick Funston, a celebrated national hero. These figures hold a special place in my family\'s heritage, further enriching my professional journey.

Experience

1. Mcrae Wealth Management Llc Broker Dealer Affiliation and Disclosures

   International Assets Advisory

   May 2021 — Present · Orlando, FL, US

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Education

• University of Washington

  Bachelor of Arts - BA, Music