Kelly Eagan

Whether providing critical services to the clients and advisors of her wealth management group or handling much of the logistical challenges of a growing and thriving branch of different advisory practices, Kelly Eagan applies the same level of care and devotion to each responsibility. She finds herself wearing numerous hats daily as she rises to each occasion with a resolutions-based approach to a wide variety of duties that Kelly handles in her roles as a Registered Client Service Associate for Loftus & Preusser Wealth Partners at Raymond James, as well as Branch Administrator for Independent Wealth Partners.

Kelly Eagan began her career in the finance industry in 1999 as a Personal Banker with JPMorgan Chase where she worked with high-net-worth clients. Prior to joining The Loftus Group in 2015, Kelly served in a variety of other key financial services roles such as management, sales, recruiting, training, operations, and administration for several major banks, as well as a large wealth advisory firm. Kelly and the rest of her group transitioned to independence on the Raymond James platform in 2018 where they later formed Independent Wealth Partners as other advisors and their associates joined their branch.

Kelly now focuses her talents and expertise in both the management of a large group of retail clients, in addition to making sure the branch runs as smoothly as possible for all the resident advisory groups. She has also been instrumental in managing the supervision and compliance responsibilities each group has with Raymond James. Kelly graduated from Bradley University in Peoria with a Bachelor of Science degree in Business Administration with a Minor in Marketing. As evidence of her commitment of professionalism and dedicated service, Kelly is also securities registered and insurance licensed.

Kelly lives in Naperville with her husband Bill and their two children. While not working, Kelly enjoys volunteering at her children’s schools in addition to several local charities. She spends most weekends with her busy and active family and their many activities.