Trina Tracy

Financial Advisor

Trina graduated from Hanover College in 1981 and began her career in the family insurance business. Helping clients with financial issues and goals led her to complete the required coursework to become a Certified Financial Planner™ professional. In January 2023, Trina’s independent practice, Vision Financial Group, Inc., which she founded in 1993, joined JCB Investments Services Raymond James Financial Services, Inc. Trina is committed to staying abreast in her knowledge of new products, strategies, and information that she can use to help her clients pursue financial confidence. Her distinct value is the ability to provide purposeful planning and expertise to her clients.

Trina has been actively involved in her community and is currently a member of the Institute of Certified Financial Planners, Financial Planning Association, and a board member of The Community Foundation of Jackson County. In her spare time Trina enjoys family activities and playing the dulcimer.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design 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.