Guy Floyd
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Guy Floyd Email & Phone Number

Financial Advisor at Platinum Wealth Solutions at Platinum Wealth Solutions of Texas, LLC
Location: San Antonio, Texas Metropolitan Area, United States 3 work roles 2 schools
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Role
Financial Advisor at Platinum Wealth Solutions
Location
San Antonio, Texas Metropolitan Area, United States
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Who is Guy Floyd? Overview

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Quick answer

Guy Floyd is listed as Financial Advisor at Platinum Wealth Solutions at Platinum Wealth Solutions of Texas, LLC, a with 8 employees, based in San Antonio, Texas Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Guy Floyd.

Guy Floyd previously worked as Financial Advisor at Platinum Wealth Solutions Of Texas, Llc and Financial Advisor Intern at Platinum Wealth Solutions Of Texas, Llc. Guy Floyd holds Bachelor Of Business Administration - Bba, Finance from Texas Mccombs School Of Business.

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Platinum Wealth Solutions of Texas, LLC

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Profile bio

About Guy Floyd

I am a Financial Advisor with Platinum Wealth Solutions of Texas in the San Antonio area. After developing a passion for financial planning through the many internships I experienced in high school and college, I knew that a career in financial planning was something I wanted to pursue after graduation. I received a degree in finance and a minor in wealth management at The University of Texas at Austin, as well as all the necessary licenses and registrations specific to financial services. I believe that many people have a gap in their lives, whether it is because they feel something is missing from their financial lives, or because they can’t devote as much time as they would like to certain areas. This is why I strive to provide peace of mind to my clients so that they can sleep more soundly. After all, people’s work lives are stressful enough. Outside of my career, I have several interests and enjoy many hobbies, including basketball, volleyball, cooking, and of course, meeting new people. I am currently accepting new clients! If you have any questions or would like guidance on your own financial plan, please contact me at gfloyd@pws-texas.com or 210-998-5033.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.https://www.finra.org/https://www.sipc.org/3522 Paesanos Parkway, Suite 100, San Antonio, TX 78231. (210) 998-5000I am licensed to sell securities in Texas.

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Guy Floyd's current company

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Platinum Wealth Solutions of Texas, LLC
Platinum Wealth Solutions Of Texas, Llc
Financial Advisor at Platinum Wealth Solutions
san antonio, texas, united states
Employees
8
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3 roles

Guy Floyd work experience

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Financial Advisor

Current

San Antonio, Texas, United States

At Platinum Wealth Solutions, I work with clients to provide comprehensive financial planning. The goal of our unique seven-step process is to ensure that client's plans are done right the first time and that our work is based on their most important values and future goals

Jul 2024 - Present

Financial Advisor Intern

San Antonio, Texas, United States

I worked as a financial advising intern. I gained experience in all the different aspects of being an advisor. I received training on different aspects of financial planning, from life insurance and annuities to investment management, retirement planning, and estate planning. I also prospected for new clients for advisors, as well as reviewed existing clients' insurance policies to make sure everything was up to date and accomplishing what the policies were originally bought for.

Jun 2023 - Jul 2023

Intern

San Antonio, Texas, United States

I worked under an advisor at AXA to assist with client relations, data management, and planning for future business prospecting. Most of the skills utilized involved communication, data management, and networking.

Jun 2021 - Aug 2021
Team & coworkers

Colleagues at Platinum Wealth Solutions of Texas, LLC

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2 education records

Guy Floyd education

FAQ

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What company does Guy Floyd work for?

Guy Floyd works for Platinum Wealth Solutions of Texas, LLC.

What is Guy Floyd's role at Platinum Wealth Solutions of Texas, LLC?

Guy Floyd is listed as Financial Advisor at Platinum Wealth Solutions at Platinum Wealth Solutions of Texas, LLC.

Where is Guy Floyd based?

Guy Floyd is based in San Antonio, Texas Metropolitan Area, United States while working with Platinum Wealth Solutions of Texas, LLC.

What companies has Guy Floyd worked for?

Guy Floyd has worked for Platinum Wealth Solutions Of Texas, Llc and Axa Investment Managers.

Who are Guy Floyd's colleagues at Platinum Wealth Solutions of Texas, LLC?

Guy Floyd's colleagues at Platinum Wealth Solutions of Texas, LLC include Carlos Camarillo, Chsnc, Elizabeth A. Valenti, Cltc, Aif®, Clayton Miller, Scott Schiller, Cfp®, Cfs®, and Nicholas Valenti, Cfp®, Clu®.

How can I contact Guy Floyd?

You can use AeroLeads to view verified contact signals for Guy Floyd at Platinum Wealth Solutions of Texas, LLC, including work email, phone, and LinkedIn data when available.

What schools did Guy Floyd attend?

Guy Floyd holds Bachelor Of Business Administration - Bba, Finance from Texas Mccombs School Of Business.

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