Picture of E. Matt Gilliam

    E. Matt Gilliam


    Check the background of this investment professional on FINRA's BrokerCheck

    About E. Matt

    My passion is leading and helping others achieve and exceed their goals, above and beyond even what they thought possible. Leveraging my 17 years of experience in financial services leadership, I’m fortunate to do this every day. At PlanWell Wealth and Risk Management, I’m dedicated to helping our advisors build and sustain successful, healthy practices. I believe that our firm truly delivers on the holistic financial advice and guidance we offer to clients, and we’re only able to so because of our talented professionals. Ours is a positive, team-based and resource-rich culture that enables our advisors to thrive personally, professionally and as leaders in the community.

    PlanWell Wealth and Risk Management is more than a concerned corporate citizen, we’re an active one. In addition to being involved with a number of Chamber of Commerce organizations in the upstate N.Y. Capital region, the firm is a contributor to the Mollie Wilmot Radiation Oncology Center at Saratoga Hospital, we are an annual sponsor of Guilderland Pop Warner, and other great efforts and causes too numerous to name.

    Outside of the office I enjoy spending time with my wife and three incredible sons. I am also extremely committed to giving back to my community as I coach a number of youth sports teams. It is extremely rewarding to me to help young athletes learn the many life lessons learned through their involvement in team sports. These experiences will serve them well in adulthood, both professionally and personally.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies
    • Special Care

    E. Matt Gilliam is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 24 Century Hill Drive, Suite 100, Latham, NY 12110-2133, Tel: (518) 220-3000

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Kentucky, New York, Ohio

    I am licensed to sell Securities Products in the following jurisdictions:
    Arkansas, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Iowa, Illinois, Kentucky, Massachusetts, Maine, Maryland, Michigan, Montana, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Nevada, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, Vermont, Washington, Wisconsin

    E. Matt Gilliam , Latham, NY

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