UWAG is extremely excited to announce the addition of an amazing new firm to our family. Based out of St. Louis, Missouri, Carillon Group has been helping individuals, families, and businesses meet their financial goals with wealth management strategies since 1933. They work with clients across the nation with advisors in multiple states. As a multi-generational firm leader, Tom Gilliam, Jr. has been a part of the firm since 1999 and leads a team of outstanding advisors who bring a wealth of knowledge to the UWAG family.
This addition brings our network to 7 firms, with advisors in over 20 offices across the nation. Our organization has over 75 full-time financial professionals serving their clients. Our advisors include 5 NAIFA past presidents, 5 Ameritas Hall of Fame members, 2 NAIFA Hall of Fame members, and 4 Lester Rosen Award winners, including Lester Rosen himself. Carillon Group's long history of client-first approach to planning makes them a perfect cultural fit for our family and we can't wait to grow with them!
UWAG Welcomes Carillon Group to the Family!
