jay loyd

jay loyd

director, signaturepro and senior planning associate

About

Director of SignaturePRO, SignatureFD's professional athlete and entertainer community.

Country

united states

City

atlanta

Industry

financial services

Skill

insurance, estate planning, series 7, account management, tax advisory, investment management, series 66, athlete representation, trusts, wills

Experience

octagon

account executive

octagon

2008-6 - 2010-7 · 2 yrs 2 mos
denver broncos football club

marketing staff

denver broncos football club

2009-3 - 2009-10 · 8 mos
peachtree planning

financial representative

peachtree planning

2011-7 - 2012-8 · 1 yr 2 mos

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.

signaturefd

director, signaturepro and senior planning associate

signaturefd

2012-8 - Present · 14 yrs 2 mos

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 westminster schools

the wharton school

the wharton school

2017-1 - 2017-1 · 1 mo
georgia state university - j. mack robinson college of business

georgia state university - j. mack robinson college of business

accounting

2012-1 - 2012-1 · 1 mo
university of georgia - terry college of business

university of georgia - terry college of business

management

2004-1 - 2008-1 · 4 yrs 1 mo

Activities and Societies: Theta Chi Fraternity, Inter fraternity Council, WUOG Student Radio

jay loyd's Contact Information

Email

******@***.com

Phone

(**) *** ****

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