
D. Bailey IzardD. Bailey IzardManaging DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Bailey
Bailey Izard is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
A native of Atlanta, Bailey has over 30 years experience in the financial services industry.
Working with affluent families and institutions, as well as their respective trusts, estates, foundations and endowments, Bailey focuses on comprehensive wealth management. He assists clients with investment strategy, asset allocation, portfolio construction and engineering, tax and estate planning, charitable giving, hedging concentrated stock positions and planning for the sale of privately-held businesses.
Before joining J.P. Morgan in 2015, Bailey was a Principal and Financial Advisor in the Private Client Group at Bernstein Global Wealth Management. Prior to Bernstein, his work experience includes over 15 years in business, merchant banking and investment banking. He was a Co-Founder and CFO of Infusion3, LLC, an Atlanta-based technology company; spent seven years as a partner with the Breckenridge Group, an Atlanta-based investment banking firm; and worked for five years on Wall Street with Kidder, Peabody & Co. as an Associate in the Mergers & Acquisitions and the Corporate Finance groups. He also spent two years on the floor of the U.S. Senate as an assistant to the Senate Majority Leader.
Bailey earned a B.A. in Economics from the University of Virginia and received his M.B.A. from the Wharton School of Business at the University of Pennsylvania, with concentrations in Finance and Accounting.
Bailey and his wife, Kerry, have four sons, David, Mack, George and James. Bailey has held a number of leadership roles for regional nonprofit organizations and is currently Chairman of the Board of Trustees for the Nature Conservancy in Georgia. Previously, he has served as Board Chair for the Georgia Conservancy, the Jekyll Island Foundation and the Legacy Giving Campaign for the Lovett School.
In his spare time, Bailey enjoys outdoor pursuits with his family, including hiking, fishing, hunting and golf.
Insights

Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
What are grantor retained annuity trusts (GRATs)?
March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read Now
Tariff implications for investors: Building a resilient portfolio amid pullbacks
March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read Now
Investment implications of President Trump’s first month in office
March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read Now
Eye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
What are grantor retained annuity trusts (GRATs)?
March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read Now
Tariff implications for investors: Building a resilient portfolio amid pullbacks
March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read Now
Investment implications of President Trump’s first month in office
March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read Now
Eye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now