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
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As 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 Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As 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 NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now