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.