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Belton Financial Group of Raymond James
Categories
FINANCIAL SERVICES
- 531 W. Main Street Tavares FL 32778
- (352) 253-5244
- (866) 522-9691
- Send Email
- www.raymondjames.com/beltonfinancialgroup/#http://www.raymondjames.com/beltonfinancialgroup/#
Hours:
9am-5pm
Driving Directions:
across from the court house in the Belton Financial Building
About Us
Our goal is to serve as your trusted financial partner by offering well-reasoned financial guidance. Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.Rep/Contact Info
View Personal BioTracy M. BeltonTracy's roots run deep in Lake County, Florida. Tracy’s father was 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.
Prior to joining Raymond James in 2010, Tracy began her career as a financial advisor with A. G. Edwards and Sons in 1983, following in her father’s footsteps. She is a graduate of Lake Sumter Community College and the University of Georgia. In 1990, Tracy earned the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner. Tracy recently obtained her Certified Divorce Financial Analyst® certification.
Tracy is an active member of the Rotary Club of the Villages-Noon. She also serves on the board of the Lake Eustis County of Art and Florida Hospital Waterman Foundation.Tracy M. BeltonCFP®, CDFA(TM) Senior Vice President, Investments- Phone: (352) 253-5244
- Fax: (866) 522-9691
- 531 W. Main Street Tavares FL 32778
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