Kelly Eagan began her career in the financial service industry in 1999 as a Personal Banker with JP Morgan Chase where she worked with high net worth clients. Prior to joining The Loftus Group, Kelly served in a variety of other key roles such as Management, Sales, Recruiting, Training, Operations, and Administration for several major banks, as well as a large independent wealth advisory firm.
In her current role, Kelly now focuses on client experience efforts, portfolio reviews and analytics, special projects, team marketing and client events. She is also instrumental in assisting Mark and Jeff with the many responsibilities of operating an independent branch office so they can focus the majority of their time on servicing the clients of the group and their portfolios.
She graduated from Bradley University in Peoria with a Bachelor of Science in Business Administration with a Minor in Marketing. Kelly is registered and licensed having passed the Series 7 and Series 66 exams, in addition to the Life, Accident and Health Insurance exam. As a result of this commitment, along with her professionalism and dedicated service, Kelly was promoted to the position of Senior Registered Associate for The Loftus Group at Morgan Stanley, prior to joining Raymond James in 2018 as Branch Administrator for Loftus Group Wealth Partners and Registered Client Services Associate for Raymond James Financial Services.
Kelly lives in Naperville with her husband, Bill, and their two children. Away from the office, Kelly enjoys volunteering at her children’s schools in addition to several local charities. She spends most weekends cheering on her two kids at their various sporting events.