Jeff McDonald

Jeff participates in various volunteer projects for his community and church.

Ned Barry

Professionally, Ned is a Past President (2012-2013) of the Estate Planning Council of Marion County, Florida.

Ned also is currently an enthusiastic supporter and Past Chair of the Income Impact Committee of United Way of Citrus County which supports 20+ local human service organizations.

Ned is also a long time Rotarian who currently is an active Member of the Rotary Club of Inverness, Florida and Rotary District 6950 Rotary Means Business and Students for Tomorrows Leaders Committees. Ned is also active in Rotary international service projects having recently travelled to Guatemala and previously to El Salvador, Zambia, and Namibia.

McDonald & Barry Retiree Asset Management (MBRAM)

Need a speaker?  We offer a variety of free, educational programs of interest to retirees and non-profit organizations. Simply click on “Contact Us” at the top of this Web page to learn more about, or schedule, any of the following programs for your organization. Topics include:

Retirement and Lifetime Planning

An enjoyable and thought provoking look at the factors shaping modern “retirement” and how we can assist you in creating a plan for accomplishing your most important retirement goals.  Topics include:

  1. What to Do With $100,000 in Today’s Market
  2. How to Potentially Increase Your Retirement Income
  3. Lifetime Planning

Adding Wisdom to Wealth

The value of preserving and passing along stories about your personal life experiences and treasured mementos to your children and grandchildren.  Hands-on demonstration of using Legacy Stories as your free tool to facilitate creating your personal family heirloom.

Last Thursday at MBRAM

Up-to-date and in-depth monthly discussion of 12 topics of concern to retirees.  Simply click on “Last Thursday” tab under the About Us tab at the top of this Web page for a complete list of topics and dates.

Risk Management for Doctors, Lawyers, and Business Owners

Designing Investment Strategies for Structured Settlements of Legal Damage Awards

Teaming with Individual and Corporate Trustees to Achieve the Investment Goals of Trusts Commonly Used by Retirees

Investing for Non-Profit Organizations

Role and responsibilities of the Board, Investment Committee, and Staff in investing the short term and long term assets of the organization

Planned Giving for Non-Profit Organizations

Forming a Planned Giving Committee and operating a multi-stage planned giving program

Raymond James is not affiliated with the above organizations and/or charitable causes.