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

Brandi Greenleaf-Barnes, Raymond James & Assoc. Financial Planning Empowering individuals and non-profits to create sustainable financial wellness by guiding them thru their financial journey.

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

Who paid the cost for you? Cheers to  the generation that fought to get us 'here' and to those who continue to fight to ...
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'

entrepreneur.com

Five years ago, I made a career change that many thought was risky. I became a financial advisor at age 45. Looking back...
08/25/2026

Five years ago, I made a career change that many thought was risky. I became a financial advisor at age 45.

Looking back, it was one of the best decisions I've ever made!

Growth happens when we're willing to step outside our comfort zone, and I'm thankful for the clients and colleagues who have been part of the journey.

Join me TONIGHT at 6pm EST to hear more!

Changing careers in my 40s to become a financial advisor was one of the biggest leaps I've ever taken. It wasn't the eas...
08/24/2026

Changing careers in my 40s to become a financial advisor was one of the biggest leaps I've ever taken. It wasn't the easiest path, but helping clients create confidence, clarity, and purpose around their financial future has made every challenge worth it. Proof that it's never too late to build a career you truly love!

Are you ready for a change? A Career Change?

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?
08/19/2026

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

raymondjames.com

Five years ago today, I began a journey that changed my life.After spending more than 20 years in the nonprofit world—a ...
08/04/2026

Five years ago today, I began a journey that changed my life.

After spending more than 20 years in the nonprofit world—a career that I truly loved and one that shaped who I am—I never imagined I would find a second career that could be just as meaningful. Yet somehow, it has become even more rewarding than the first.

Today marks my five-year anniversary as a financial advisor with Raymond James, and my heart is filled with gratitude.

I am incredibly thankful to Raymond James for believing in me, investing in me, and surrounding me with people who have encouraged, challenged, mentored, and supported me every step of the way. To each of you who has walked alongside me, believed in me before I believed in myself, answered my endless questions, celebrated the victories, and helped me grow—thank you doesn't seem sufficient!

The greatest blessing of this career isn't found in numbers or portfolios—it's found in people.

Over the last five years, I've had the privilege of helping families who believed retirement was out of reach discover that it was possible. I've celebrated with clients who retired earlier than they ever imagined. I've helped people create plans to pay off debt, gain confidence with their finances, and build lives that once felt unattainable.

Most importantly, I have been entrusted with something far greater than financial plans. My clients have trusted me with their hopes, their fears, their dreams, and some of life's biggest decisions. That is a responsibility I never take lightly, and it is one of the greatest honors of my life.

To everyone who has placed their trust in me—not only with your retirement, but with your lives and your families—thank you. Thank you for allowing me to walk alongside you through life's milestones and for letting me be a small part of your journey.

Here's to the first five years—and, God willing, many more years of serving others, making a difference, and helping people live the lives they've worked so hard to build.

Thank you, Raymond James. Thank you to my incredible clients. And thank You, God, for opening a door I never expected and blessing me far beyond what I could have imagined. I can't wait to see what's next as I continue to help my clients Live Life Well Planned!

*Photo was taken after I passed my 1st test.

Leaving the Business of Pride Symposium feeling incredibly inspired! Supporting the LGBTQ+ community isn’t just about pr...
06/26/2026

Leaving the Business of Pride Symposium feeling incredibly inspired!

Supporting the LGBTQ+ community isn’t just about presence; it’s about advocacy, understanding, and action!

It’s also about recognizing that financial journeys aren’t one-size-fits-all. Many in this community face unique life, legal, and planning considerations that require thoughtful, informed guidance.

As a financial advisor, it’s both a responsibility and a privilege to help individuals navigate those complexities with confidence—so they can focus on building the lives and legacies they deserve.

Grateful to be part of these conversations and to Raymond James for fostering a community where inclusion truly matters.

Thank you to Carl Nassib for sharing your story AND for the INCREDIBLE work you are now doing in the nonprofit community!

A special shout out to my incredible leader and mentor Amy Smart for your award! I'm always just a better me after time with you!

Today I'm stepping into the 2026 Business of Pride Symposium with a focus on growth, connection and purpose! Grateful fo...
06/25/2026

Today I'm stepping into the 2026 Business of Pride Symposium with a focus on growth, connection and purpose!

Grateful for the opportunity to learn alongside leaders and advocates who are shaping more inclusive financial spaces and helping ensure the LGBTQ+ community is seen, supported, and served.
https://www.raymondjamesconnect.com/a3TAFG

Honoring the fathers and father figures who encourage, support and inspire us every day. Happy Father's Day to all my cl...
06/21/2026

Honoring the fathers and father figures who encourage, support and inspire us every day.

Happy Father's Day to all my clients, colleagues and friends who are celebrating today!

Recognizing Juneteenth as an opportunity to honor history, celebrate progress and commit to the future.
06/19/2026

Recognizing Juneteenth as an opportunity to honor history, celebrate progress and commit to the future.

Address

1530 American Way
Greenwood, IN
46143

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