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Your business with Hilliard Lyons is a private matter.

Many financial institutions now share information about their clients across business units. You may have recently seen notifications from your bank to that effect. At Hilliard Lyons, we believe that your personal financial information should remain just that, and should not be shared with anyone.

We believe that your trust in us to keep your information confidential is as important as your trust in us to provide outstanding investment advice. We intend to continue to earn that trust.

::: Financial Consultant Profile

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Gavin T Gleason

, CPA

First Vice President
Financial Consultant

ggleason@hilliard.com
10200 Forest Green Blvd
Suite 500
Louisville, KY 40223

Toll Free: (800) 230-0790
Phone: (502) 329-7565
Fax: (502) 426-0865

"Let go of the past and go for the future. Go confidently in the direction of your dreams. Live the life you imagined."
-- Henry David Thoreau

My Mission: Help individuals and famillies clearly identify and achieve their life goals and maintain a long-term consistent focus and perspective regardless of the emotional volatility life brings.

I provide my clients with a unique life planning process focusing on clear identifiable goals and direction. This is accomplished by providing critical perspective, value added investment and behavioral advice, exceptional service and clear communication. The cornerstones of my practice are rooted in honesty and integrity.

Each family is provided exclusive access to a network of highly qualified professionals including, but not limited to CPA's, CFP's, estate planning and insurance specialists to ensure that we address all aspects of their life plan.

Every client is unique and each life plan is customized to their respective goals and emotional makeup.

>> Education & Awards
Bachelor of Science in Business, 1997 Miami University Oxford, OH Certified Public Accountant (CPA) by Kentucky State Board of Accountancy since 1997

>> Background & Experience
March 2009 - Present Hilliard Lyons Vice President - Financial Consultant Louisville, KY October 2001 - March 2009 Merrill Lynch Financial Advisor Louisville, KY August 1997 - October 2001 Pricewaterhouse Coopers Senior Associate - Auditor Louisville, KY

I am licensed in the following state(s): CT, FL, IL, IN, KY, MA, MO, NC, NH, NV, OH, OR, PA, TN, TX, WA, WV

J.J.B. Hilliard, W.L. Lyons, LLC, member SIPC, FINRA, and NYSE, INC., provides securities products and services referenced on this site. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For U.S. residents, services or products described may not be eligible for solicitation in your state. We invite you to contact us for further information. Copyright 2007 by J.J.B. Hilliard, W.L. Lyons, LLC, 500 W Jefferson Street, Louisville, KY 40202-2517, Tel. (800) 444.1854

Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.