We’re grateful for the continual support of our clients and neighbors who have helped us achieve success. It’s our honor and privilege to return the favor as active members of our community. Here are some of the initiatives that are most important to us.


Tracy has been an active member of Kiwanis International, serving as Distinguished Past President of her local club and is a board member of the Citrus County YMCA and President of the Marion Ballet Theatre. Amy is the Vice President of the Citrus County Education Foundation and past member of the Citrus Memorial Health Foundation and Citrus Springs Elementary Student Advisory Enhancement Council and PTO. Jim supports the community through his efforts with the Citrus County Executives Association, for which he is a member and past-President.

The team also actively participates in the Citrus County Family Resource Center and Toys for Tots programs each year with Christmas gifts for children and are supporters of United Way, Hospice, Big Brothers / Big Sisters, the Florida Sheriffs' Youth Ranch, Citrus County Blessings, and Voices for Children. The team also participates in Relay for Life to benefit the American Cancer Society.

In addition, the team enjoys speaking to clubs and organizations in Citrus County, providing complimentary educational workshops on various financial planning topics. Contact Us to learn more.

United Way Annual Awards Celebration Group Photo

Tracy Vaughn pictured with other community members at the United Way awards celebration on May 9, 2019 at the Plantation in Crystal River. Tracy Vaughn accepted the "Outstanding Campaign" award on behalf of the Crystal River branch of Raymond James for their annual giving campaign.

This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with the United Way.

Raymond James Cares Image

Raymond James Cares is a firm-wide community involvement initiative that encourages advisors and associates to make a difference in the communities in which they live and work. While the firm supports community service efforts and charitable giving throughout the year, August serves as Raymond James Cares Month to inspire a collective effort and impact.

For Raymond James Cares 2015, the Crystal River branch of Raymond James will be collecting and donating items for the Citrus County Family Resource Center, Voices for Children, CASA, and Kiwanis Club of Central Ridge-Crystal River.


Raymond James believes in giving back to the communities in which it does business. A leader in this regard, Raymond James has been recognized for its philanthropy and community support by such organizations as the National Business Committee for the Arts and the United Way of Tampa Bay. Click here to learn more about Raymond James Community Support. Here you'll learn that a deep appreciation for the arts is part of the Raymond James culture. Art tours are available at the Raymond James headquarters in St. Petersburg. Contact Us to request a tour.

It is the framework which changes with each new technology and not just the picture within the frame.
Marshall McLuhan