Guy Floyd III is a Financial Advisor at Platinum Wealth Solutions of Texas, a financial services firm whose mission is to positively impact lives, lifestyles, and legacies. They are committed to a comprehensive financial planning process that begins with a thorough understanding of the client's goals and financial situation, then delivers customized solutions to help meet their needs.
As a Financial Advisor, Guy is uniquely qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance.
He works closely with business owners, executive teams and their advisors to help realize their financial goals and implement strategies to meet their distinctive needs.
During his college experience, Guy worked as the director of external affairs for a wealth management student organization, connecting with local wealth management firms in Austin to host guest speaker series, workshops, and company nights. These events focused on personal financial literacy to college students, as well as technical skills for those interested in a financial career. During the summers, Guy interned for several firms, including Platinum Wealth Solutions, where he was able to gain valuable experience working alongside advisors while studying for his securities and insurance licenses.
Education
- The University of Texas
- Bachelor of Business Administration
- Finance Major
- Wealth Management Minor
Professional Registrations & Licenses
- FINRA Series 7
- FINRA Series 66
- Variable Annuities
- Life, Accident, and Health Insurance
Services
- Roth & Traditional IRA’s
- Life Insurance
- 401(k) Rollovers
- Key Man Protection
- Retirement Strategies
- Tax-Deferred Annuities
- Financial Needs Analysis
- Education Funding Options
- Long-Term Care Insurance
- Disability Income Insurance
- Business Succession Planning
- Investment Advisory Strategies
- Estate Preservation Strategies
- Retirement Plans, 401k, SEP, etc.
- Pension or Qualified Distributions
- Executive Benefits & Retention Packages
Value Statement
I feel most people have some sort of gap in their financial lives, whether it's because they ignore certain areas of their lives or because they don't have enough time to devote to these areas. I strive to help fill those gaps so that clients can help sleep a little more soundly at night. After all, people's work lives are stressful enough.
Personal Data
Outside of work, Guy loves to live an active lifestyle. He plays in recreational basketball and volleyball leagues, walks his dog Max, and regularly lifts weights at home or the gym. He also loves cooking and trying new recipes. On weekends, he enjoys exploring San Antonio’s parks and restaurants, hiking, or camping with friends. Additionally, he volunteers for various events and supports organizations like the San Antonio Food Bank.