Barnes Pettey Financial Advisors, LLC

Gerald Smith is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Barnes Pettey Financial Advisors, LLC since 2006. Prior to that, he worked at Raymond James Financial Services, Inc. for 29 years. He is also a licensed independent life insurance agent with limited involvement in insurance-related activities. Barnes Pettey Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $1.123 billion in client assets and serves over 2,100 accounts through a team of eight advisors.

Holmes Pettey is a financial advisor at Barnes Pettey Financial Advisors, LLC with 43 years of industry experience. He has worked at Raymond James Financial Services, Inc. and PARK Media prior to joining Barnes Pettey in 2007. Outside of his advisory role, he is a partner in JPW Aviation and serves as president of the Winter Colony Homeowners Association. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $1.123 billion in client assets and offers tailored portfolios using a variety of investment vehicles, integrating comprehensive financial planning and ongoing monitoring through a team of eight advisors.

Joseph Friend is a financial advisor at Barnes Pettey Financial Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Barnes Pettey since 2010, including prior roles at Raymond James Financial Services and APIS Investment Group. Friend is also a licensed independent life insurance agent, dedicating limited time to this activity. Barnes Pettey Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with discretionary and non-discretionary investment management, financial planning, and consulting. The firm manages over $1.1 billion in client assets and offers tailored portfolios using a variety of investment vehicles and analysis methods.

Ryan Barnes is a financial advisor with Barnes Pettey Financial Advisors, LLC in Madison, MS, holding a Series 66 designation and 22 years of industry experience. He has worked at Barnes Pettey since 2007 and previously at Raymond James Financial Services from 2003 to 2025. Barnes is also a licensed independent life insurance agent, dedicating limited time to this activity. Barnes Pettey Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm manages over $1.1 billion in client assets across more than 2,100 accounts with a team of eight advisors, offering tailored portfolios that include a broad range of investment vehicles and integrating comprehensive financial planning into its advisory process.

Richard Devoe is a CFP® with 26 years of experience in the financial services industry. He is a partner at Barnes Pettey Financial Advisors, LLC and has been with the firm since 2002. Devoe is also the CEO and partner of Devoe Carr, PLLC, an accounting firm, and is involved in a hunting club as a partner and owner. Barnes Pettey Financial Advisors, LLC provides investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $1 billion in assets across a diverse range of investment vehicles and integrates comprehensive financial planning into its advisory process.

Andrew Yee is a CFP® professional with 18 years of industry experience. He is affiliated with Barnes Pettey Financial Advisors, LLC and previously worked at Raymond James Financial Services. Yee holds a Series 66 license and is also a licensed independent life insurance agent. Barnes Pettey Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm manages approximately $1.1 billion in client assets through a team of eight advisors, offering tailored portfolios that incorporate a range of investment vehicles and ongoing comprehensive financial planning.

Daniel Myrick is a financial advisor at Barnes Pettey Financial Advisors, LLC in Clarksdale, MS, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Raymond James Financial Services, Inc., the Reclaimed Project, Quitman County School District, and the University of Mississippi. He is also a licensed independent life insurance agent with limited activity outside of his advisory role. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm manages over $1.1 billion in client assets across more than 2,100 accounts and offers tailored portfolios using a range of investment vehicles and analysis techniques.

Julie Flowers is a financial advisor at Barnes Pettey Financial Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services, Inc. from 2007 to 2025. Outside of her advisory role, she is a non-active partner in several agricultural businesses with her spouse. Barnes Pettey Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm manages over $1.1 billion in client assets and offers portfolios tailored to client objectives using a range of investment vehicles and analysis techniques.