Jeffrey Preusser, CFP®

For more than 28 years, Jeff Preusser has dedicated himself to providing his clients and colleagues exceptional levels of service and expertise in the field of wealth management. Jeff started his financial services career in 1996 as a member of the Mark Loftus’ team at Morgan Stanley Dean Witter and became a partner of the practice in 2000. He then transitioned with the team and spent the next 11 years at Everen/First Union/Wachovia/Wells Fargo Advisors. Jeff and his partners joined Smith Barney/Morgan Stanley in 2009 before founding his own independent practice with Mark Loftus on the Raymond James platform in 2018.

Jeff was instrumental in the realization of the group’s long-term vision of serving their clients in a truly objective independent environment. As a business owner, Jeff felt he received a “professional shot of adrenaline” and could now relate even better to business owner clients. After opening their office in Downers Grove, Illinois, Jeff and Mark each passed their Series 9 & 10 exams enabling them to also serve as co-branch managers. Jeff was then instrumental in welcoming several other experienced financial advisor practices join the branch as separate and independent practices. This led to the formation of Independent Wealth Partners, the collective name for the cohort of financial practices. Jeff and Mark are now actively seeking the right advisory practices seeking a successful move to “assisted independence” to grow the branch in a newly remodeled office expansion. Jeff’s years of experience in the industry and particular expertise in transitions to independence have given him keen insight into some of the most effective ways to help advisors become highly successful business owners.

Jeff graduated from Northern Illinois University with a Bachelor’s Degree in Organizational & Corporate Communications. He then earned his CERTIFIED FINANCIAL PLANNER® certification from the College for Financial Planning. Jeff was born and raised in Chicago, and currently resides in the Western Suburbs. He and his wife Laura have three children – a son and identical twin daughters. Jeff enjoys being actively involved with his family’s activities, golf, traveling, and refining his grilling techniques, as well as being an active member of his community.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.