Jeff Gilliam, CLU®, ChFC®, WMCP®

Wealth Management Advisor


Before Jeff can speak intelligently about the services that might be appropriate for you and your family, Jeff needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Jeff.

As an Estate and Business Planning Specialist for Northwestern Mutual, Jeff Gilliam has grown to be an expert in his field in the past 18 years. He is able to understand the specific needs of families and business owners and focuses on meeting these needs through his knowledge of insurance and investment planning. He specializes in education, retirement and asset allocation investment planning along with life, disability, long term care and annuity planning.


Chartered Life Underwriter
The CLU® designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Representatives such as Jeff Gilliam, as well as field managers and others involved in providing life insurance products to the public, the CLU® designation is the common bond for continuing growth and commitment to professionalism.

Chartered Financial Consultant
The ChFC® Program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC® program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.


Awards and Recognition


Million Dollar Round Table Qualifying Member 1997, 1999-2006

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


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