Jay Loyd, CPA, CFP®
Partner, Wealth Advisor
404 573 4842
404 573 4843
My NET WORTHWHILE™ is helping successful individuals and families realize they don’t have to go it alone.
As a Partner, and Wealth Advisor, Jay helps highly successful individuals make confident decisions around their financial future, allowing them to live abundantly both during and after their earning days. He believes that success should bring more freedom, not less. Working closely with families, Jay is passionate about helping clients leverage their existing opportunities and design financial futures for generations to come…
As a comprehensive solutions advisor, Jay engineers personal financial design solutions in the areas of risk management and insurance, retirement planning, cash flow, and estate and tax planning. Jay empowers clients by giving them the knowledge they need to make important financial decisions with clarity and confidence.
Prior to joining SignatureFD, Jay was a financial advisor with Peachtree Planning. He is a graduate of the University of Georgia and received his Master of Professional Accountancy from Georgia State University. Jay is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.