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Associates & Staff
Meet Our Team
Thomas J. Gilliam, Jr., CFP®
President / Financial Advisor
Retirement Income Planning, Wealth Management and Comprehensive Financial Planning are areas I'm really passionate about. I also really enjoy working on Pre-Retirement Distribution Planning with my clients, addressing the needs for reliable lifetime income. With personalized, hands-on service, focusing on clients at critical stages in their retirement journey, I ensure that every step is guided with care, expertise, and a commitment to securing your financial future.
Another focus of mine is working with business clients in specialties such as Employee Benefits (401(k), medical, etc.), Executive Benefits, Business Continuation Planning, and Tax Mitigation Planning. I take great pride in providing professional and reliable recommendations, and I truly appreciate the trust and respect of my clients
Born and raised in St. Louis, Missouri, I'm a graduate of St. Louis University where I earned a B.S. in Finance. I joined my Father at Carillon Group in 1999. ​I'm a CERTIFIED FINANCIAL PLANNER™ professional and hold Series 6, 63, 65, and 7 securities registrations. I am an active member of the National Association of Insurance and Financial Advisors and also a proud member of the Chesterfield Chamber of Commerce. My family means everything to me and I find great joy in our shared moments together.
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Thomas J. Gilliam, Jr., CFP®
President / Financial Advisor
Carillon Group
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Office: 636-777-7011
Have any questions? Call me NOW.
Email: tomgilliam@carillongroup.com
​Fax: 636-777-7013 ​​​
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FREE Consultation Offer:
I'm here to help you navigate your financial journey. Let’s sit down for a free consultation to discuss your goals and situation. Reach out today and take the first step toward a secure financial future.
RISK PROFILE ANALYSIS
Customized Portfolios for YOU
Track YOUR Goals
Build YOUR financial Future...
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You'll fill out an About You section, Your Goals, and Risk Profile. And with an Analysis, you’ll find our customized proposal, including the insights behind our recommendations. Fill it out today!
Complimentary Investment Calculator
The Social Security 360 Analyzer can help you prepare a strategy to help optimize your benefits for retirement. It's 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: tomgilliam@carillongroup.com and I'm happy to take a look and go over with you.
Once you’ve completed it, please email it to me and I can analyze your results.
Thomas J. Gilliam, Jr., CFP® | Financial Advisor/President​
Carillon Group
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Office: 636-777-7011 Have Questions? Call me NOW.
Email: tomgilliam@carillongroup.com
​Fax: 636-777-7013
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.
