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Scott Gilliam, CFP®

Scott Gilliam, CFP®

Partner | Wealth Advisor

(317) 213-2132

ssagilliam@sbcglobal.net

Scott Gilliam, CFP®, is the Partner | Wealth Advisor of Align Private Wealth and brings 23 years of investment management and financial advisory experience. He is focused on offering sophisticated financial planning solutions and investment strategies tailored for high-net-worth clients. His work is defined by disciplined stewardship, thoughtful strategy, and a commitment to doing what is in the client’s best interest—always.

Scott earned a degree in both Business and Mathematics at the University of Indianapolis. During that time, he was a four-year starter for the college baseball team, earning Academic All-American honors for two seasons. Scott is a proud holder of the CERTIFIED FINANCIAL PLANNER® professional designation.   

When Scott is not working, he enjoys coaching competitive travel baseball and boating on Lake Cumberland with his wife, Sondra, and two sons, Alex and Bradley. “As a former college baseball player, I often draw on my team experiences and passion for coaching travel baseball. Success comes from preparation, repetition, adaptability, and a group committed to playing the long game together. When I am working with families, I try to bring that same collaboration mindset to the relationships, helping clients stay grounded, confident, and aligned through every inning of their financial lives.”