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Find an Expert

Find an Expert

Jim Headshot

James P. Kilgallon, CFP®, ChFC®, CLU®, RICP®

Senior Vice President

Wintrust Private Client

James Kilgallon is a seasoned private client advisor with 28 years of experience in providing comprehensive wealth management services. Jim collaborates closely with his clients to guide them through each financial season, offering expertise in lending, deposits, trust services, and overall wealth planning. 

Before joining Wintrust Private Client, Jim dedicated 20 years to Fifth Third Bank/Private Bank, where he honed his skills and built a strong reputation for sound financial guidance. His impressive career also includes tenures at Merrill Lynch, Citibank, and Prudential Securities, further enriching his expertise in the financial sector.

Jim graduated with a bachelor’s degree in business administration from Northern Illinois University, equipping him with the knowledge and skills essential for his profession. In addition to his work in wealth management, he serves on the board of the Carelink Foundation and volunteers at Restoration Ministries in Harvey, Illinois and St. Matthews House in Naples, Florida, demonstrating his commitment to giving back to the community. Residing in Naples, Jim enjoys life with his wife of 32 years.

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Serving Clients At:

Wintrust Banking Center - Naples

3401 Tamiami Trail North

Naples, FL 34103