Broker Check
Josh Gilliam

Josh Gilliam

Financial Planner/Chief Executive Officer

Top 5 Strengths – Strengthfinder 2.0 Descriptions:

1. Ideation
2. Strategic
3. Command
4. Individualization
5. Learner

Before becoming co-owner and managing director of Gilliam, Mease & Associates in 2004, Josh began building his planning practice in 1997 with Lincoln Financial Advisors. There he adopted a process that helps individuals and business owners evaluate and make important financial decisions. He is committed to delivering personal, strategic, and holistic advice to his clients and in helping other advisors do the same.

In 2013 Josh was named to the Advisory Council of Securities America Inc. The Securities America Advisory Council creates an opportunity for advisors to provide feedback on the strategy, tactics, and marketing message of Securities America, Inc. Securities America selects members of the advisory council from its top advisors.

Josh is a graduate of Eastern Kentucky University and is a Certified Retirement Counselor®. He maintains the FINRA Series 7 General Securities Representative license and is a licensed life and health insurance agent in several states. Josh is author of A Declaration of Financial Independence, The 7 Uses of Money and The Dynamics of Financial Decisions. He is a Dave Ramsey’s ELP (Endorsed Local Provider) for long-term care insurance, and is a Qualified Member of Kingdom Advisors, serving on the local leadership team. Josh and his wife Alison are members of Sojourn Community Church and live in Louisville with their daughter Haylee and sons Andrew and Cooper.