Tracy has been a part of the Raymond James family since 1999. She is the Branch Manager of the Crystal River office and has been a member of Raymond James Recognition Clubs* multiple years. As a CERTIFIED FINANCIAL PLANNER™ professional, Tracy and her team practice in all areas of Financial Planning with an emphasis on Retirement and Longevity Planning. Tracy is an active member of the Rotary Club of Crystal River, and Kiwanis International, where Tracy served as Distinguished Past President of her local club. She is also a board member of the Citrus County YMCA and Vice President, Treasurer of the Women's Leadership Alliance. Tracy has served on the Raymond James Women's Advisory Council, and in October 2016, Raymond James presented Tracy with the Woman of Distinction award.** When out of the office, Tracy enjoys exercise, camping, and being on the water in Crystal River with her fiancé Bill, their four children, and three grandchildren.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in ex change for this award/rating. President's Club member years: 2010-2014, 2017 and 2020. Chairman's Council member years:
2008, 2009, 2015, 2016, 2018 and 2019.
**The Woman of Distinction Award is designed to recognize a woman advisor that has served as a role-model to other advisors or service associates in her branch or the industry . Through mentoring and coaching, she's supported the professional growth of w omen by sharing her experiences, know ledge, ideas and feedback. In addition to these qualities, nominations should also include a woman who is actively involved in her community
through volunteer hours, and board participation. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.