Cindy Hermosillo

Operations Director, IWP

Registered Client Services Manager, RJFS

In her dual role as a Vice President, Registered Client Services Manager for Loftus & Preusser Wealth Partners at Raymond James, as well as an Operations Director for Independent Wealth Partners, Cindy Hermosillo has proven to be a devoted and highly competent financial professional. In her numerous duties for both wealth management clients of her group, and other advisory practices within Independent Wealth Partners, Cindy’s strong work ethic, personalized attention and solution-oriented service has made her an invaluable asset to everyone. She has developed numerous operational techniques and processes during her years of service that she happily shares with new colleagues of the branch as she works shoulder to shoulder with them in their transition to the Raymond James platform.

Cindy earned her Bachelor’s degree in Business Administration from Iowa Wesleyan University, and her MBA in Marketing and Finance from Lewis University in Romeoville, IL.

Cindy began her finance career in the insurance industry where she was a manager for 22 years before shifting to the financial services industry in 2009 in the role of a Financial Advisor for Edward Jones. In 2011, she then joined Morgan Stanley as a Registered Client Service Associate. In 2015, Cindy transferred to the Oak Brook branch to assume a lead role for The Loftus Group. She has been instrumental in the team’s successful growth and was critical to their successful transition to independence as they moved to the Raymond James platform in 2018.

A Chicagoland native, Cindy enjoys playing golf, fishing with her husband, and spending time with her two grown children.

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ABOUT US

Independent Wealth Partners, part of the Raymond James family, offers tailored support to help financial advisors transition to true independence. From business models to branding, we empower you to focus on clients and achieve your goals confidently. Experience supported independence with IWP.

COMPANY INFORMATION

1901 Butterfield Rd, Suite 100 Downers Grove, IL 60515

Hours: Mon-Fri 8:00 am to 5:00 pm

(630) 566-9270

(630) 566-9292

Disclaimer:

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