Jon Floyd

Vice President of Planning

jon-floyd-photo

Jon Floyd serves as the Vice President of Planning for Bayntree Wealth Advisors. With all aspects of financial health in mind, he takes a proactive, educational approach to finding the right solutions that work for individuals, families and businesses. For over two decades, he has had a passion for helping clients grow and protect their assets to ensure they can achieve their retirement, financial and estate planning goals.

Prior to becoming an advisor to clients, Jon gained extensive experience in other aspects of the financial industry, including trading commodities for a hedge fund, becoming partner in an estate planning firm, working on Wall Street for Oppenheimer and Co. and starting an online brokerage. Additionally, as a manager of foreign exchange operations for an online brokerage, the firm won the Barron’s Top Online Brokerage award in its category. His love for the financial industry and the markets started in his teens when he began trading stocks and researching capitalism. This diverse knowledge gained in many aspects of finance has added value to client relationships.

Originally from Las Cruces, New Mexico, Jon studied economics at the University of Arizona. In his free time, he enjoys playing competitive-level tennis and traveling with his wife, Amy, and their three children, Jordan, Dylan and Brody. He is also an active supporter and fundraiser for Tutti Bambini, a not-for-profit that supports programs for at risk children.

Schedule a call with Jon

close all
Sign Up For Our Podcast
Complete the form below to stay up to date with Your Wealth and Beyond.
close all
Get your free copy!
Complete the form below to receive your free copy of
THE HEARTFUL RETIREMENT
close all
Get your free copy!
Complete the form below to receive your free copy of
CLIMBING THE RETIREMENT MOUNTAIN
close all
Free Evaluation
Sign up for a free assessment with a Bayntree financial planner today! Submit the form below or call us directly at 888.255.3200.
close all
Risk Number
Find out what your risk number is today! Submit the form below or call us directly at 888.255.3200.
close all
close all
Ask Bayntree
Bayntree Wealth Advisors is dedicated to helping you reach your financial goals. Ask us your financial, income or investment questions.
Schedule a Meeting