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. He is committed to a comprehensive financial planning process that begins with a thorough understanding of his client's goals and financial situation, then delivers customized solutions specific to their needs.
Guy believes in financial education and began his career in the financial industry while still in high school when he noticed there were no classes on personal financial literacy. During his college experience, he was the director of external affairs for a wealth management student organization, connecting with wealth management firms in Austin to host guest speaker series, workshops, and company nights. These events focused on teaching financial literacy to students, as well as technical skills for those interested in a financial career. He continues to give back to his community by serving on the board of the Texas Exes San Antonio Chapter. As the chair of the Fundraising Committee, Guy connects with local businesses who have Longhorn spirit to help provide scholarships for new students and host amazing events for alumni, family, and friends.
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 to help them 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.