Tracy Vaughn


Senior Vice President, Investments

Branch Manager

Toll-Free: 800.443.4368

TRACY.VAUGHN@RAYMONDJAMES.COM

 

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 Chairmain's council member multiple years.*

As a CERTIFIED FINANCIAL PLANNER™ professional, Tracy and her team practice in all areas of Financial Planning with a strong client centered focus.

Tracy has served on the Raymond James Women’s Advisory Council, which is comprised of women financial advisors with a diverse combination of experience and business styles and serves as a resource for Branch Managers and Senior Management. The council maintains an active network of resources and events including the annual Raymond James Women’s Symposium.

As a member of Kiwanis International, Tracy served as Distinguished Past President of her local club and enjoys working with her community in many charitable efforts. She is also a board member of the Citrus County YMCA and President of the Marion Ballet Theatre.  In October 2016, Raymond James presented Tracy with the Woman of Distinction award.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.