Kelli Bagley

Licensed Professional Banker, Osaic Institutions Financial Consultant
Tennessee

Kelli Bagley focuses on providing personal banking and financing solutions for business professionals and affluent clients in the Tri-Cities, Knoxville, and Morristown, Tennessee markets.

Her expertise includes helping clients learn about loan programs, rates, and the loan process; finding the right mortgage partner, commercial partner or financial advisor; and providing a personalized service that distinguishes the HomeTrust banking experience.

She is passionate about helping her clients achieve their financial goals at all life stages and is honored when clients choose her to be their advocate along the way.

Kelli joined HomeTrust in 2021 and has over 20 years of experience in branch management roles at large financial institutions and small local banks. She is also an active member of Impact Tri-Cities, FemCity, and the United Way of Greater Kingsport.

She and her husband live on a small farm in northeast Tennessee and have five adult children, two golden doodles, five goats, and seven chickens.

BrokerCheck - Check the background of this investment professional.

Not FDIC insured, not bank guaranteed, may lose value, not insured by any Federal Government Agency, not a bank deposit.

 

 

Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. HomeTrust Investment Services is a trade name of HomeTrust Bank. Osaic Institutions and HomeTrust Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

The Osaic Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: North Carolina, South Carolina, Tennessee, and Virginia.