We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
If this is your first visit to our Web site and you are looking for advice on retiree asset management, prepare to be pleasantly surprised. Living in Florida, Jeff and Ned, work with retirees who want to establish a personal, long-term relationship with a team of experienced investment advisor representatives and financial planners – a relationship of trust and confidence built over time by working together to prepare for, and living through, the ups and downs of life and the financial markets.
We measure success by how well we help to preserve and manage your retirement nest egg with the least amount of risk possible. At the same time we work together with you over many years to create and carry out a comprehensive, personalized retirement asset management plan designed to support you in accomplishing your retirement goals and maintaining your independence.
Welcome back if you use our Web site as a convenient way to access timely, high-quality Raymond James investment and retirement planning information.
We update our Web site’s content weekly so we encourage you to add it to your list of favorite Web sites. Jeff and Ned would also be delighted to add you to our e-mail list so that you receive notice of significant new information when it becomes available. Simply click on Contact on the top of this Web page to let us know you would like to be added to our e-mail update list.
Jeff McDonald and Ned Barry have a combined 40-plus years experience as financial planners and investment advisor representatives. They lead the McDonald and Barry Retiree Asset Management (MBRAM) team that specializes in asset management for retirees. Jeff and Ned chose Raymond James & Associates, Inc., based on their belief that it is the best platform from which to serve retirees.
Jeff and Ned offer retirees intelligent investment planning based on sound research, intellect and hard work. This time-tested approach amplifies the principles upon which Raymond James & Associates was founded – putting clients first and providing the highest level of service with integrity. Jeff’s and Ned’s experience is complemented by the vast resources of Raymond James which puts state-of-the-art technology and a comprehensive range of financial resources at their fingertips. Raymond James’ independent, client first philosophy enables Jeff and Ned to offer you truly unbiased, targeted investment advice.