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Associates & Staff

Meet Our Team

picture of Thomas J. Gilliam, Jr.,

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.

 

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

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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. 

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Office: 636-777-7011  Have a question?             

​Fax: 636-777-7013 

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 tomgilliam@carillongroup.com.  "CLICK BELOW"

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