
jay loyd
director, signaturepro and senior planning associate
About
Director of SignaturePRO, SignatureFD's professional athlete and entertainer community.
united states
atlanta
financial services
insurance, estate planning, series 7, account management, tax advisory, investment management, series 66, athlete representation, trusts, wills
Experience

account executive
octagon

marketing staff
denver broncos football club

financial representative
peachtree planning
Jay joined Peachtree Planning in 2011 and takes pride in helping his clients achieve their personal financial goals. Jay advises his clients in many different areas including investments, retirement planning, and life and disability insurance. Jay seeks to help his clients achieve their financial goals through comprehensive review and execution of personalized investment and risk management strategies. James Loyd, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, 5040 Roswell Road, Atlanta, Georgia 30342, 1-800-366-0839. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly-owned subsidiary of Guardian. Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

director, signaturepro and senior planning associate
signaturefd
As Director of SignaturePRO, SignatureFD's initiative for current and former professional athletes, I am passionate about helping clients leverage the opportunities they have and dreaming big when designing their future. I feel that having a plan for transitioning into your second career can be a difficult but necessary action, and that the right team that can help you put the pieces together and make your dream a reality. As a Senior Financial Planning Associate, I help provide our Family Office clients with a global understanding of their financial future, and the framework to use their wealth to live a great life. I believe that having a sound financial plan gives clients the confidence to design their future to their unique talents and opportunities.
Education
the westminster schools
the wharton school
georgia state university - j. mack robinson college of business
accounting
university of georgia - terry college of business
management
Activities and Societies: Theta Chi Fraternity, Inter fraternity Council, WUOG Student Radio
jay loyd's Contact Information
Phone
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