Brandi Greenleaf-Barnes, Raymond James & Assoc. Financial Planning

10/31/2026

Happy Halloween! What was your favorite Halloween costume as a child? Mine was Raggedy Ann - remember the terrible plastic face masks you breathe thru?!?

10/22/2026

Cybersecurity doesn't have to be complicated.!

A few simple steps can go a long way toward helping protect your accounts, devices and personal information.

Check out these seven tips to help keep your data secure.
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10/20/2026

Strategic adjustments now can have major tax benefits later.

Find out what moves you could make before year end and reach out to me if you need help making them:

raymondjames.com

10/15/2026

AI - It's EVERYWHERE! Curious - but not sure where to start?

Chatbots are an easy way to explore the possibilities.

Check out these five beginner-friendly uses for AI:

raymondjames.com

10/13/2026

Medicare decisions can have a meaningful impact on retirement expenses and must be properly planned for!

With Medicare's Annual Enrollment Period approaching, now is a great time to review your healthcare coverage and understand your options for the year ahead.

Raymond James offers our clients the opportunity to connect with Chapter, a Medicare advisory service provider, to review your current coverage and confirm it continues to align with your healthcare needs.

Get started by reviewing the Chapter one-pager and call me for more information on how they can assist you.

raymondjames.com

10/10/2026

On World Mental Health Day, a reminder that taking care of your wellbeing matters! What can I do to support you?

10/06/2026

If you have (or know) a student athlete PLEASE encourage them to seek guidance!

For over 20 years I watched NFL players come out broke when there playing days were over but at least they had a college degree!

I fear many of these athletes after 5 years bouncing around in the portal won't even have that.

Here is 1 resource to help them navigate the slings and arrows that come along with outrageous fortune:

raymondjames.com

09/22/2026

Medicare's Annual Enrollment Period runs from October 15 through December 7. Even if you're satisfied with your current coverage, plan costs, benefits and provider networks can change each year.

Consider engaging with Chapter, a Medicare advisory service provider, and review your options to ensure your coverage still meets your needs.

Questions about Medicare? Read the one-pager to get started.

raymondjames.com

08/27/2026

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth.

Discover the three key questions:

raymondjames.com

08/26/2026

Who paid the cost for you?

Cheers to the generation that fought to get us 'here' and to those who continue to fight to get us 'there'

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