Experience Makes all the difference

The Gilliam, Montgomery Group's first priority is to talk with you about your personal and professional financial goals. And we will maintain that open dialogue so that the course of action we decide on is relevant and reflects your life and circumstances today, but also look strategically toward the future. We will work side by side with you, taking time to understand your individual needs and ambitions. This deep understanding, combined with the powerful global resources of UBS, will lay the foundation for a lasting relationship.

Rosemary Gilliam

Vice President - Wealth Management
865-329-1286
rosemary.gilliam@ubs.com

Rosemary’s career in Knoxville includes Park National Bank where she established the first Private Banking in the area. She was with Merrill Lynch over 20 years as Vice President before joining UBS as Vice President- Investments. She is a graduate of UT. While raising a family of 2 children, she was also Past President of several organizations. She is currently a member of Leadership Knoxville, Board of Clarence Brown Theatre and President Elect of KMA Guild, and Elder in her Church.


Registered States:
AL, FL, GA, MI, NC, SC, TN, VA


Lee Montgomery, CFP®

Vice President - Wealth Management
865-329-1287
lee.montgomery@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

Lee is a Vice President of Investments and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with UBS. He is a 30 year veteran in Financial Services and joined UBS in 2009. Lee focuses on financial planning, retirement income planning, estate planning, and portfolio management. Originally from California, Lee has lived in Knoxville since 1971. He is a graduate of the University of Tennessee with a degree in accounting. He is a past president of the Sertoma Center and My Life Foundation and remains on both boards. Lee and his wife have three children and are active members of their Church.


Registered States:
AL, FL, GA, MI, NC, SC, TN, VA