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Associates & Staff

Meet Our Team

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Thomas J. Gilliam, Jr., CFP®

President / Financial Advisor

Tom is experienced in Retirement Income Planning, Wealth Management and Comprehensive Financial Planning. He really enjoys working on pre-retirement Distribution Planning with his clients, addressing the needs for reliable lifetime income. Tom also works with business clients in the areas of Employee Benefits (401(k), medical, etc.), Executive Benefits, Business Continuation Planning, and Tax Mitigation Planning. Providing professional, reliable recommendations, Tom truly appreciates the trust and respect of his clients.

 

Born and raised in St. Louis, Missouri, Tom is a graduate of St. Louis University where he earned a B.S. in Finance. He joined his Father at Carillon Group in 1999.

Tom is a CERTIFIED FINANCIAL PLANNER professional and holds a series 6, 63, 65, and 7 securities registrations. He is an active member of the National Association of Insurance and Financial Advisors.    

 

Tom has a strong commitment and dedication to his family and appreciates the time spent with them. 

Office: 636-777-7011  Have a question?             

Fax: 636-777-7013 

Thomas J. Gilliam, Jr., CFP®

President / Financial Advisor

Office: 636-777-7011  Have a question?             

Fax: 636-777-7013 

If you're unhappy with your current Financial Advisor or just looking to get a 2nd opinion, 

I'm happy to give you a free no obligation review of your current portfolio. 

The Social Security 360 Analyzer can help you and your financial professional or Retirement Specialist prepare a strategy to help optimize your benefits for retirement.

 

The Analyzer is a powerful tool designed to calculate personalized filing strategy options that could help you have more monthly retirement income, more ways to fight inflation, and more income security for a surviving spouse or heirs. 

 

After filling out, please email the forms to me: tomgilliam@carillongroup.com

Longevity and Stability

With a multi-generational advisor, my clients can trust in the stability and longevity of the relationship. Knowing that I have served families across generations for over 25 years, instills confidence and peace of mind.

Retirement Planning

Retirement planning is a cornerstone of financial advisory services, and as a multi-generational advisor I bring a wealth of experience in helping clients with their retirement goals. From investment strategies to income planning, insurance and healthcare considerations, I can provide comprehensive support to work towards a comfortable and fulfilling retirement.

Legacy Planning

As a multi-generational advisor I excel in legacy planning, helping my clients preserve and pass on their wealth, values, and aspirations to future generations.  Whether it's through trusts, charitable giving strategies, or estate planning, you can ensure a lasting impact beyond financial assets.

Personalized Service

Retirement planning is a cornerstone of financial advisory services, and as a multi-generational advisor I bring a wealth of experience in helping clients achieve their retirement goals. From investment strategies to income planning and healthcare considerations, I can provide comprehensive support to ensure an enjoyable and satisfying retirement.

Widow's Support

Losing a spouse can be one of the most challenging life events, especially from a financial perspective. As a trusted advisor I specialize in supporting widows by not only providing financial guidance, but also emotional support during difficult times, helping widows navigate their financial future with confidence and security.

Peace of Mind

Ultimately, the value of a multi-generational advisor lies in the peace of mind I provide.  Knowing that there is a trusted partner who understands your financial journey, cares about your family's well-being, and is committed to helping you achieve your goals can alleviate stress and uncertainty, allowing you to focus on what matters most in life.

More about me...

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Retirement Income Planning
Risks Explained!

Planning for retirement, specifically INCOME during retirement,

is more than just setting aside savings and taking withdrawals.

It’s about navigating the landscape filled with potential pitfalls.

   Watch this Video and then get the Article!

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Get the Article!

Thank you! You're on your way to retiring with confidence!

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