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.

Holden Gully, a Birmingham native, graduated with a Bachelor’s degree in Business Management and Marketing from the University of Alabama. Toward the end of his time at Alabama, Holden began working with the Southwestern Investment Group team in Birmingham. Shortly after, he was offered a position on the Barnes Wealth Team as an associate advisor in the Nashville area.

As a CERTIFIED FINANCIAL PLANNER™, Holden enjoys the opportunity to work alongside other advisors and staff who provide our clients with confidence and peace.

Outside of work, Holden can be hard to find. He's usually on the road trying to find a lake, beach, mountain, or sporting event to enjoy some time with family and friends. He is an active member of Fellowship Bible Church in Brentwood.

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.