Trina Tracy

CFP®
Financial Advisor
Certified Financial Planner

Trina graduated from Hanover College in 1981 and began her career in the family insurance business. Soon after, she began helping clients with financial issues and goals which led to completion of required coursework to become a CERTIFIED FINANICAL PLANNER professional. In 1993 she founded Vision Financial Group, an independent registered investment advisory firm. Associated with Raymond James Financial Services since 1997, Trina is committed to staying abreast of new products, strategies, and information that she can use to help her clients pursue financial confidence. Trina’s distinct value is the ability to provide purposeful planning and expertise to our clients.

She has been actively involved in her community and is currently a member of the Institute of Certified Financial Planners and Financial Planning Association. In her spare time Trina enjoys playing the dulcimer, riding her motorcycle and family activities.


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.