Looking at Your Past to Plan Your future

Brad Barnes is a CERTIFIED FINANCIAL PLANNER™ practitioner at Southwestern Investment Group.

His specialty is providing sound investment strategies designed to build wealth through comprehensive financial planning. Some of those comprehensive planning services include retirement, estate and tax planning with an emphasis in excellent customer service.

Brad is originally from Knoxville, TN. Brad graduated Summa Cum Laude from the University of Tennessee in May 2006 where he obtained a degree of Business Administration in Finance and Accounting. After graduation, Brad spent two years serving with a college ministry, Reformed University Ministries, on campus at Wake Forest University in Winston Salem, NC. Brad also previously worked for the Southwestern Company the summer of 2005 in an internship capacity with Southwestern Investment Group.

Brad enjoys residing in Nashville, TN where he spends much of his time attending local music events and playing golf, as well as spending time with family and friends. He is active in his local church, Midtown Fellowship Church, that meets in downtown Nashville.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

A native of Hattiesburg, Mississippi, Jim Grenn graduated from the University of Southern Mississippi with a degree in Biochemistry. After an internship during college, he was hired on full-time with a Raymond James team in Hattiesburg. After four years, Jim moved to Nashville to continue and further develop his role as a wealth advisor with Southwestern Investment Group.

As a wealth advisor for the Barnes Wealth Team, Jim sits down with clients to listen and empathize with their current financial situations, as well as their future financial motivations and needs. Jim works alongside his team to help create a holistic financial plan for their client to help them better steward their assets.

One of the things Jim enjoys most about Southwestern Investment Group is the synergy within the Barnes Wealth Team and the company as a whole. After watching the financial advising industry change throughout the years, he appreciates how Southwestern Investment Group has been a front runner in helping clients and putting their best interests first, while also growing as a business.

Outside of work, you can find Jim with his fianceé, Madeline, either on a walk with their pup Murph or in a coffee shop reading a book or writing poetry. An amateur fisherman, Jim tries to get to a river or back home by the Gulf as much as possible. A follower of Christ, Jim is excited to start a family in Nashville, while also finding new gospel community.

Rachel is originally from Thomasville, Georgia and has now been a proud resident of Nashville, Tennessee since 2009. She graduated with a Bachelor of Science degree in Early Childhood Education from Georgia Southern University. Having implemented her skill set in various workplace environments, Rachel has extensive experience in business administration and customer relations. Rachel serves as the Client Operations Manager for Bradley Barnes, Wealth Advisor, and puts a great deal of effort into making sure our clients are treated with the utmost customer service and all needs are met efficiently as well as accurately. Some of her daily responsibilities include maintaining plan reviews, account maintenance, and assisting clients with money movement and transfers. Aside from work, Rachel enjoys spending time with friends and family exploring Nashville and all it has to offer. She resides with her husband in the 12th South district and loves getting outdoors, listening to live music, cooking and traveling.

James Ridley is originally from Henderson, Kentucky. He attended Belmont University, where he graduated with a business degree in Entrepreneurship. After some successful years as a real estate investor, James decided to pursue his passion for helping families understand their financial situation and assist them in reaching their goals.

As a CERTIFIED FINANCIAL PLANNER™, James works hand in hand with clients to create, implement, and maintain plans for those seeking financial freedom. James has a desire to serve others and is excited for the opportunity to learn more about clients’ lives and what is important to them.

Outside of work, James enjoys volunteering with Young Life and spending time outdoors – where he can often be found playing soccer, hiking, or going rock climbing.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.