Chad Gilliam is a Financial Consultant with David P. Gilliam & Associates with more than ten years of experience in the financial services industry. He is committed to helping clients understand their investment opportunities, make well-informed decisions, and pursue their financial goals. He specializes in fee-based asset management, municipal bonds, stocks, alternative investments, and life insurance.
Prior to joining his father’s firm, Chad worked as an internal wholesaler in Washington D.C., Philadelphia, and Denver. Through his experiences, he has developed a number of customized strategies for advisors designed to address their clients’ investment, retirement, and legacy planning needs. He holds FINRA Series 7, 63, and 65 securities registrations through LPL Financial and received a Bachelor of Science degree from Ball State University.
Outside of the office, Chad spends much of his time with his wife, Rebecca, and their daughter Nellee. He enjoys living an active lifestyle, whether that is golfing, boating, water and snow skiing, or vacationing with his family.
Fun Facts:
Favorite Food: Kansas City bone-in strips
Favorite Movie: Mission Impossible, Braveheart, and Gladiator
Favorite Holiday: 4th of July
Ideal Vacation Destination: Prague
Favorite TV Show: House of Cards
Favorite Quote: “Wall Street is the only place that people ride to in a Rolls Royce to get advice from those who take the Subway.” – Warren Buffett
Best Financial Advice Received: Simply living below one’s means
Biggest Accomplishment: Career wise, passing the Series 7 test right out of college. Personally, getting married.