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I feel there is nothing more rewarding than helping my clients identify and achieve their…
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Brandi Greenleaf - Barnes, AAMS® shared thisMedicare'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. #AEP #FinancialWellbeing #HealthcarePlanning #Medicare #MedicareAnnualEnrollmentPeriod #RetirementPlanning
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Brandi Greenleaf - Barnes, AAMS® shared thisIt brings me so much joy to be a part of making this event happen!Brandi Greenleaf - Barnes, AAMS® shared thisCurator's Choice 2026, presented by Raymond James, provided a special and festive behind-the-scenes experience for Newfields' donors. This popular, annual event showcases the inspiring talent and expertise of Newfields staff, and guests always come away with new knowledge about all the wonders within the Indianapolis Museum of Art and The Garden. Thank you, Raymond James and Brandi Greenleaf - Barnes, AAMS® for helping us create an engaging experience that strengthened our donors’ connection to Newfields and demonstrated the impact of their support on this community. Intrigued about the stories and surprising facts revealed at events like this? Let's talk about how you, too, can tap into the joy and beauty of art and nature at Newfields. Contact donors@discovernewfields.org ✨ #DiscoverNewfields #NewfieldsToday #CuratorsChoice
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Brandi Greenleaf - Barnes, AAMS® shared thisYour 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:Three questions for evaluating the quality of your retirement lifeThree questions for evaluating the quality of your retirement life
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Brandi Greenleaf - Barnes, AAMS® shared thisWho 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'Women's Equality Day Is More Than a Celebration — It's a Reminder of the Cost It Took to Get HereWomen's Equality Day Is More Than a Celebration — It's a Reminder of the Cost It Took to Get Here
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Brandi Greenleaf - Barnes, AAMS® shared thisFive 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! #CareerChange #FinancialAdvisor #GrowthMindset
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Brandi Greenleaf - Barnes, AAMS® shared thisChanging 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? #midlifecareerchanger #financialadvisor
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Brandi Greenleaf - Barnes, AAMS® shared thisPutting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict? #LivingLifeWellPlanned
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Brandi Greenleaf - Barnes, AAMS® shared this🤔 Having thoughts of a career change? 💡Come join the conversation!Brandi Greenleaf - Barnes, AAMS® shared thisThinking about a career change that offers purpose, flexibility, and meaningful impact? 👇 Join the Women's Alliance of Financial Advisors for an engaging conversation designed specifically for women considering a transition into financial advising! In this webinar, women who successfully pivoted from other professions into financial advising will share their personal journeys, the transferable skills that helped them succeed, and what surprised them most about entering the profession. You’ll learn how professionals from fields like education, business, healthcare, and corporate leadership have leveraged their experience to build fulfilling careers helping others navigate important financial decisions. 🗓️ August 25 | 6:00 PM EST 🖥️ Register now at https://lnkd.in/eHMTEprd Whether you're considering a career change or supporting someone who is, this conversation is for you! Beth Greulich CFP® CDFA®, Jackie Kleinman, Brandi Greenleaf - Barnes, AAMS®, Cristina Wiebelt-Smith, CPA, RICP®, Equita Financial Network, Katie Burke CFP®, Bridget Venus Grimes, CFP®
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Brandi Greenleaf - Barnes, AAMS® shared thisThis is Strong Leadership! This Is Raymond James!Brandi Greenleaf - Barnes, AAMS® shared thisRaymond James CEO Paul Shoukry joined CNBC to discuss the firm’s strong fiscal third quarter, the role our culture plays in our success retaining and recruiting advisors, how our AI tools support relationships and the outlook for M&A activity in the Capital Markets segment.
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Farrah Ward Love this! How exciting!
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Brandi Greenleaf - Barnes, AAMS® reacted on thisBrandi Greenleaf - Barnes, AAMS® reacted on thisWhen looking for a financial advisor, one question worth asking is: "What professional designations do you hold, and what do they mean?" The financial industry is full of acronyms, but not all credentials require the same level of education, experience, or ongoing commitment. One designation I've held for several years is the CIMA® (Certified Investment Management Analyst®). The CIMA® certification is considered one of the industry's premier advanced designations for investment consulting and wealth management professionals. It focuses on topics such as portfolio construction, risk management, behavioral finance, asset allocation, and investment due diligence. Why does this matter to clients? Because advanced certifications often indicate that an advisor has invested additional time, education, testing, and continuing education requirements beyond the minimum standards required to work in the profession. Of course, credentials alone don't make someone a great advisor. Character, communication, judgment, and genuine care for clients matter immensely. But when you're trusting someone to help guide decisions that impact your family's future, it's worth understanding their commitment to professional development and ongoing education. The best advisors never stop learning because our clients' lives, goals, and financial decisions deserve nothing less. #CIMA #FinancialPlanning #WealthManagement #FinancialAdvisor #InvestorEducation #WealthManagement
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Brandi Greenleaf - Barnes, AAMS® reacted on thisBrandi Greenleaf - Barnes, AAMS® reacted on this🎉Today we’re celebrating the incredible woman behind Faasau Wealth Management. Rebekah’s leadership, integrity, and genuine care for others make a lasting impact on our team and the clients we serve every day. Please join us in wishing Rebekah the happiest of birthdays! We hope your year ahead is filled with joy, good health, and continued success. #FaasauWealth #Birthday #WealthManagement #FaasauWM
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Brandi Greenleaf - Barnes, AAMS® reacted on thisBrandi Greenleaf - Barnes, AAMS® reacted on thisThe word royalty may make you think of a certain family across the pond, but I’m talking about USF royalty. 💚💛 What a privilege to have lunch with two former USF presidents, Judy Genshaft and Rhea Law - two extraordinary women whose leadership and impact have helped shape USF into the university it is today. And as Rhea so perfectly called this photo, I found myself in a “president sandwich”. Not a bad place to be. Go Bulls.🤘
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Brandi Greenleaf - Barnes, AAMS® reacted on thisBrandi Greenleaf - Barnes, AAMS® reacted on thisAs we head into a new Fiscal Year, I'm feeling especially grateful. Professionally, I'm thankful for an incredible team whose hard work, dedication, and commitment to our clients make everything we do possible. I'm proud of what we've accomplished together and honored by the trust our clients place in us. Personally, a special thank you to my village. To my husband, our amazing nannies, family, and friends, thank you for the support, encouragement, and countless ways you help keep life moving forward. And to my four little ones, thank you for being my greatest source of joy, perspective, and motivation each and every day. Success is never a solo journey. Here's to the teams that support us at work, at home, and everywhere in between. 🙏 Cheers to a successful year and an even brighter one ahead. #Gratitude #Teamwork #WorkingMom #WealthManagement #FamilyFirst #YearEndReflection #Blessed
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Brandi Greenleaf - Barnes, AAMS® reacted on thisBrandi Greenleaf - Barnes, AAMS® reacted on thisWhat's the best way to immerse yourself in culture and computers at the same time? Attend the e.Republic GovTech Hawaii Digital Government Summit!!! Hats off to Christine Maii Sakuda and the entire DAGS and OETS teams at the State of Hawaii for all the progress and hard work they continue to do. It was very inspiring seeing Christine and Acting Lt. Governor & State Comptroller Keith Regan, MPA walk the floor throughout the entire day greeting and connecting with all the participants, vendors and sponsors sharing their thoughts and perspectives on how they envision the future technology landscape for the islands. If you've ever thought business continuity and disaster preparedness was not a big deal, imagine managing infrastructure across multiple islands that regularly face natural disasters with limited access to resources except by air and boat, when and if possible. I enjoyed participating in a panel focused on what modernization means after go-live. My fellow panel members shared some great perspective on how modernization must be looked at as an ongoing effort and governance models must persist after the project completes. Lastly, a big thanks to the Workday for Public Sector and Workday for Higher Education team members that joined me: Tim Regan, Gerry Scara☁, Tim Mueller and Amber Steele.
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Brandi Greenleaf - Barnes, AAMS® reacted on thisBrandi Greenleaf - Barnes, AAMS® reacted on thisI had the pleasure of sponsoring my first Moms of South Tampa luncheon recently, and I left feeling energized and inspired. As someone who loves working with women, whether it's helping them navigate financial decisions, grow their confidence around money, or plan for the future, it was especially meaningful to be in a room filled with accomplished, engaged, and supportive women. The three speakers Lisa Schalk Arch Tuli Bridgette Bello each brought a unique perspective, but what stood out most was their authenticity, wisdom, and willingness to share their experiences so openly. I walked away with new ideas, fresh perspective, and plenty of notes. A special thank you to Alexandra Graham FOLEY FAMILY LAW for creating this incredible community and bringing together women who are committed to learning from and supporting one another. Tampa is better because of connections like these. Already looking forward to the next one. 💙 #MomsOfSouthTampa #WomenSupportingWomen #TampaBay #FinancialPlanning #Community #WomenInBusiness
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Brandi Greenleaf - Barnes, AAMS® reacted on thisBrandi Greenleaf - Barnes, AAMS® reacted on thisWhat do I love about Raymond James? Countless opportunities to learn and tools to support my clients. Thank you Oscar L. for an informative event. 💡
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Brandi Greenleaf - Barnes, AAMS® reacted on thisBrandi Greenleaf - Barnes, AAMS® reacted on this"My husband handles all of that." I've heard some version of this from women more times than I can count. And these aren't women who aren't capable. They're smart, successful women who make important decisions every day. Somewhere along the way, finances just became something their spouse handled. I've been thinking about that a lot lately, especially after speaking to a group of new financial advisors at Raymond James headquarters about creating an exceptional client experience. To me, part of that experience is noticing who is sitting at the table and making sure both people feel like they're part of the conversation. Because sometimes what someone needs most isn't another financial term explained to them. They just need someone to look at them and say, "Let's make sure you understand this too."
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Understanding benchmark methodology is critical to understanding the risks and opportunities for retirement plans. Host Jenine Garrelick and guests Heather Bailey and Jon Hubbard offer their insights in the latest Straight Talk from MFS Investment Management. Watch now: bit.ly/3UVQxiv.
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