D. Bailey IzardD. Bailey IzardManaging DirectorWealth Advisor
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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
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Insight 3: The culture shift from paternalism to partnership
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July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now