D. Bailey IzardD. Bailey IzardManaging Director
About D.
Bailey Izard is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. A native of Atlanta, Bailey has over 25 years of experience in the financial services industry.
Working with affluent families and institutions, as well as their respective trusts, estates, foundations and endowments, Bailey specializes in 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, Bailey's 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, live in Atlanta with their four sons, David, Mack, George and James. Bailey has held a number of leadership roles for regional nonprofit organizations, and currently is Development Chair and on the Board of Trustees for the Nature Conservancy of Georgia. Previously, he has been Chairman of the Boards of Trustees for the Georgia Conservancy and the Jekyll Island Foundation, as well as the Legacy Giving Campaign for the Lovett School.
Insights
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May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
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May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now