D. Bailey IzardD. Bailey IzardManaging DirectorWealth Advisor
LinkedInAwards 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
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read Now
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read NowInvesting in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowAugust inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowRetirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowThe duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowProtecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowAugust jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read NowManaging cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read NowMind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowThe rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now