April 30, 2021

Belton Financial Group

1.3 min read| Published On: April 30th, 2021|

By Akers Editorial

Belton Financial Group

1.3 min read| Published On: April 30th, 2021|

Megan Conger, JD – Financial Advisor, and Tracy Belton, CFP® – Senior Vice President, Investments

With 38 years in the industry under her belt, Tracy Belton, a Certified Financial Planner professional, decided it was time to bring on a new partner. 

Financial Advisor, Megan Conger, a native Floridian, attended the University of Florida followed by law school in New York City. There she began her career as an attorney where she practiced law for five years before returning to Lake County to join Tracy at Belton Financial Group.

“I was happy to have the opportunity to partner with Tracy. There’s a lot of overlap between law and finance so we’re hoping my legal background will contribute to our client experience and offer another side of financial advice,” Megan says. 

The all-female, dog-friendly office is a place where the team wants all of their clients to feel welcome. “We love taking care of our clients. We’re very protective of them and treat them like family,” Tracy says. “It’s like having five women who really care that mom and dad are OK if something happens to one or the other.” 

The goal at Belton Financial Group of Raymond James is to help their clients maintain the lifestyle they want to live by creating the investment income they need and providing guidance in all aspects of financial decision making and planning.

Belton Financial Group of Raymond James

352.253.5244 / 531 W. Main St., Tavares  / beltonfinancialgroup.com

tracy.belton@raymondjames.com / megan.conger@raymondjames.com

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER ™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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