At David P. Gilliam & Associates, we leverage our experience and knowledge to help clients pursue their greatest financial goals. Meet our team of professionals based in Muncie, Indiana:
David P. Gilliam
Founder and Principal
David Gilliam is Founder and Principal of David P. Gilliam & Associates, and an independent financial advisor with LPL Financial.
Chad Gilliam is a Financial Consultant with David P. Gilliam & Associates with more than ten years of experience in the financial services industry.
Karen K. Gilliam
Chief Financial Officer
Karen Gilliam is the Chief Financial Officer of David P. Gilliam & Associates and the wife and business partner of David Gilliam.
Donna J. Price
Donna Price is the Executive Assistant at David P. Gilliam & Associates, coordinating the daily operations of client services, managing the office, and ensuring clients receive impeccable customer service and attention.
Brenda Terrell is the Administrative Assistant at David P. Gilliam & Associates, offering client service support and assisting with the firm’s social media and marketing.