PROFESSIONAL PROFILE

The Gilliam, Montgomery Group partners with families, businesses, and non-profit organizations to create and deliver the most comprehensive solutions to their financial needs, dreams, and goals. They continuously look for sophisticated solutions that simplfy lives.

Rosemary Gilliam joined Merrill Lynch in 1981, and is a Vice President and Senior Financial Advisor. Rosemary attended Maryville College and Graduated from the University of Tennessee. Her civic involvement has included serving as President for both the Knoxville Symphony League and YWCA of Knoxville. Rosemary was selected by Senator Bill Frist as a member of the Academy Review Board. Rosemary is also active in her Church, the Junior League of Knoxville, Friends of Literacy, Rachel’s Lament, Hillcrest Foundation, Helen Ross McNabb Foundation, the Knoxville Opera, the UT Chancellor’s Associates, and is a graduate of Leadership Knoxville. Rosemary enjoys spending time with her family and two children.

Lee joined Merrill Lynch in 1991, and is an Assistant Vice President, Senior Financial Advisor and is a CERTIFIED FINANCIAL PLANNER™. He graduated from the University of Tennessee with a degree in Accounting, and has been in the financial services industry since 1980. His civic involvements include serving as a current board member and President Elect of The Sertoma Center, as well as a former board member of the My Life Foundation, Contact of Knoxville. Lee is also active his Church and the Boy Scouts. He enjoys spending time with his wife and three children.

Andy Oakes joined Merrill Lynch in 2007, after completing service as a Peace Corps Volunteer in Ukraine. Having graduated from Furman University in Greenville, South Carolina, he worked as a financial advisor at a local investment firm for over eight years. His community involvement includes Big Brothers, Big Sisters, SOAR Youth Ministries, and the Blount Memorial Foundation.

Anderson Harp joined Merrill Lynch in 2007, having relocated from central Georgia with his wife, where he worked for a major financial services company. He graduated from the University of Georgia in 2005 with a degree in Economics, and currently serves as the President of the UGA Alumni Association in Knoxville. He enjoys the outdoors through an interest in ornithology, as well as running and skiing.