See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

SG

Steve Golliher

Director Financial Advisor, PWM at Baird
Intro Book
Seasoned financial professional with 40+ years of experience in strategic planning, finance, and leadership.
  • Claim this Profile
Location
Knoxville, Tennessee, United States, US
Skills
  • Strategic Planning
  • Finance
  • Team Building
  • Customer Service
  • Financial Planning
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Steve Golliher is a seasoned financial professional with 40+ years of experience in strategic planning, finance, team building, and customer service. He has held various leadership positions, including Director Financial Advisor, Financial Consultant, and First Vice President. Golliher has a Bachelor of Business Administration from the University of Miami and holds multiple FINRA certifications. Golliher has worked with prominent financial institutions such as Baird, Hilliard Lyons, and Smith Barney Brokerage Firm, serving business owners and professionals in retirement planning and investment planning. Throughout his career, Golliher has developed expertise in financial analysis, public speaking, marketing, and sales management.

Credentials

  • Securities Industry Essentials (SIE)
    FINRA
    Oct, 2018
    - Jun, 2026
  • Series 65
    FINRA
    Dec, 2005
    - Jun, 2026
  • Series 3
    FINRA
    Apr, 1983
    - Jun, 2026
  • Series 63
    FINRA
    Feb, 1983
    - Jun, 2026
  • Series 7
    FINRA
    Nov, 1982
    - Jun, 2026

Experience

  • Baird
    • Knoxville, Tennessee, United States
    • Director Financial Advisor, PWM
      • Nov 2019 - Present
      • Knoxville, Tennessee, United States
  • Hilliard Lyons
    • Knoxville, Tennessee Area
    • Financial consultant
      • Mar 2009 - Present
      • Knoxville, Tennessee Area

      In June of 1980 I started work with Advanced Financial Planning out of Nashville TN. In December of 1982 I was hired by Shearson/American Express that later became Smith Barney. Left in March of 2009 to work with Hilliard Lyons. My brother Jeff and I have been partners since 1987.Most of our wo...

  • Smith Barney Brokerage Firm
    • Knoxville, Tennessee Area
    • First Vice President / Financial Consultant
      • Dec 1982 - Mar 2009
      • Knoxville, Tennessee Area

Education

  • 1974 - 1978
    University of Miami

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles