DJ Gillman is a Relationship Manager at Everhart Advisors. He has over 13 years of experience in retirement plans and individual wealth management services. Overall, DJ consults with clients to reach optimized solutions and acts as a liaison to ensure high-quality service is provided to all clients by their vendors. He believes every business deserves a world-class retirement plan and every person a secure retirement. DJ earned the Accredited Investment Fiduciary and Certified Plan Fiduciary Advisor designations. He has a Bachelor of Science degree from Wright State University majoring in Financial Services.
DJ Gillman
Senior Retirement Plan Consultant & Investment Advisor
Everhart Advisors
United States, Ohio, Miamisburg
About Me
Profile Information
Senior Retirement Plan Consultant & Investment Advisor
Everhart Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Miamisburg
Ohio
United States
Sep 16, 2024
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