Partner, Financial Advisor
CurrentFinding financial truth for individuals, families, and businesses.Specializations:1. Lifetime financial planning2. Portfolio management3. Sudden windfall events
Apr 2010 - Present
AeroLeads people directory · profile
Thad Gilliam, Cfa, Cfp® Email & Phone Number
Partner, Financial Advisor
at
Verisail Partners
1 work email found
@veritasplanninggroup.com
3 phones found area 404
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Financial Advisor
Location
Decatur, Georgia, United States
Company size
Who is Thad Gilliam, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Thad Gilliam, Cfa, Cfp® is listed as Partner, Financial Advisor at Verisail Partners, a with 3 employees, based in Decatur, Georgia, United States. AeroLeads shows a work email signal at veritasplanninggroup.com, phone signal with area code 404, and a matched LinkedIn profile for Thad Gilliam, Cfa, Cfp®.
Thad Gilliam, Cfa, Cfp® previously worked as Associate Wealth Advisor at Fsg Wealth Management, Llc. Thad Gilliam, Cfa, Cfp® holds Ms, Personal Financial Planning from Georgia State University - J. Mack Robinson College Of Business.
Company email context
Email format at Verisail Partners
This section adds company-level context without repeating Thad Gilliam, Cfa, Cfp®'s masked contact details.
{first}@veritasplanninggroup.com
86% confidence
AeroLeads found 1 current-domain work email signal for Thad Gilliam, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Thad Gilliam, Cfa, Cfp®
Specialties: Financial planning and investment management for individuals and families. Most commonly, I work with busy professionals and business owners.Financial Planning: Helping families to coordinate cash flow, investments, insurance, real estate, business issues, taxes, legal issues, and other financial concerns.Investment management: We specialize in creating risk appropriate, tax-effecient, and low-cost portfolios that are tailored to each family's unique situation.
Listed skills include Portfolio Management, Strategic Financial Planning, Investments, Retirement Planning, and 17 others.
Current workplace
Thad Gilliam, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
2 roles
Thad Gilliam, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Associate Wealth Advisor
Fsg Wealth Management, Llc
Oct 2007 - Apr 2010
3 education records
Thad Gilliam, Cfa, Cfp® education
Ms, Personal Financial Planning
Bba, Finance
Education record
Parkview High School
FAQ
Frequently asked questions about Thad Gilliam, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Thad Gilliam, Cfa, Cfp® work for?
Thad Gilliam, Cfa, Cfp® works for Verisail Partners.
What is Thad Gilliam, Cfa, Cfp®'s role at Verisail Partners?
Thad Gilliam, Cfa, Cfp® is listed as Partner, Financial Advisor at Verisail Partners.
What is Thad Gilliam, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @veritasplanninggroup.com for Thad Gilliam, Cfa, Cfp® at Verisail Partners.
What is Thad Gilliam, Cfa, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 404 for Thad Gilliam, Cfa, Cfp® at Verisail Partners.
Where is Thad Gilliam, Cfa, Cfp® based?
Thad Gilliam, Cfa, Cfp® is based in Decatur, Georgia, United States while working with Verisail Partners.
What companies has Thad Gilliam, Cfa, Cfp® worked for?
Thad Gilliam, Cfa, Cfp® has worked for Verisail Partners and Fsg Wealth Management, Llc.
How can I contact Thad Gilliam, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Thad Gilliam, Cfa, Cfp® at Verisail Partners, including work email, phone, and LinkedIn data when available.
What schools did Thad Gilliam, Cfa, Cfp® attend?
Thad Gilliam, Cfa, Cfp® holds Ms, Personal Financial Planning from Georgia State University - J. Mack Robinson College Of Business.
What skills is Thad Gilliam, Cfa, Cfp® known for?
Thad Gilliam, Cfa, Cfp® is listed with skills including Portfolio Management, Strategic Financial Planning, Investments, Retirement Planning, Finance, Entrepreneurship, Financial Planning, and Investment Management.
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