Jon Floyd is an advisor with the passion and expertise to help clients achieve their financial, retirement and estate planning goals. With a focus on education, he takes a proactive and personalized approach to finding solutions for businesses, individuals and families in need of trusted advice. Over the years, Jon has helped hundreds of clients achieve their retirement goals.
As Vice President of Planning at Bayntree Planning Group headquartered in Scottsdale, Arizona, Jon specializes in helping clients protect their assets and meet their retirement objectives. He focuses on building lasting relationships with clients and adding value by addressing all aspects of financial health.
Jon brings over twenty years of experience which includes positions in both the Wall Street and Los Angeles offices of the national investment firm, Oppenheimer & Co., as well as expertise in equities and the foreign exchange brokerage business. He managed the Arizona office of MB Trading Futures, Inc., an online broker that tied for Barron’s top Online Broker spot in 2011 and is consistently ranked as a top broker.
Jon is originally from Las Cruces, New Mexico and earned a bachelor’s degree in Economics from the University of Arizona. In his free time, Jon enjoys playing competitive-level tennis and traveling with his wife, Amy, and his children, Jordan, Dylan and Brody. He is also an active supporter and fundraiser for The Harold Pump Foundation, which focuses on cancer awareness, treatment programs and research.