Tracy Belton’s roots run deep in Lake County, Florida. The daughter of an investment broker/regional manager of A. G. Edwards and Sons in Eustis, Florida, Tracy learned early that the key to serving a client’s financial needs is listening. Tracy and her team enjoy taking care of clients like members of their family, which means lifting financial worries so they can enjoy life.
Prior to joining Raymond James in 2010, Tracy began her career as a financial advisor with A. G. Edwards and Sons, following in her father’s footsteps. She is a graduate of Lake Sumter Community College and the University of Georgia, where she earned a bachelor’s degree in business administration with a double major in finance and marketing. In 1990, Tracy earned the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner.
Tracy is a respected and admired professional in the community. She is an active member of the Eustis Service League and the Rotary Club of the Villages-Noon. For six years, she served on the board of the Lake Eustis Museum of Art. A native of Eustis, Tracy lives in Mt Dora with her husband, Freddie; two dogs, Ladybug and Bella; and several cats. Tracy and Freddie have four children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.