Raymond James

McDonald Barry Retiree Asset Management of Raymond James, based in Ocala, FL, is a team led by Jeff McDonald and Ned Barry, with a combined 40-plus years of experience in financial planning and investment advisory. Specializing in asset management for retirees, the MBRAM team offers intelligent investment planning based on sound research, intellect, and hard work, with a focus on preserving and managing retirement nest eggs with the least amount of risk possible.

With a belief in putting clients first and providing unbiased, targeted investment advice, Jeff and Ned leverage the vast resources of Raymond James to offer retirees comprehensive, personalized retirement asset management plans designed to support their retirement goals and maintain independence. Their client-first philosophy, combined with state-of-the-art technology and a range of financial resources, ensures a high level of service and integrity in helping retirees navigate the ups and downs of life and financial markets.

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