Gordon Kellam, APMA®

Managing Director Financial Advisor Truist Investment Services, Inc.

The Kellam Group of Truist Investment Services, Inc.

Hello. My name is Gordon Kellam. I'm a financial advisor and managing director for Truist Wealth in Naples, Florida. For more than 20 years. I've stood by a commitment defined by three core principles: a personalized approach, custom tailored guidance, and creating lasting relationships. Because of this, I've been able to help my clientele of successful individuals, business owners and multigenerational families define and pursue what matters most in their personal and financial lives. Today, I lead a seasoned team of deeply committed professionals, all with unique backgrounds and experience, but all sharing the same values and dedication to our mission. The Kellam Group is a place you can come to address all of your wealth management needs. We provide solutions for: Active investment management, financial planning and cash flow analysis, families with estate tax exposure, concentrated stock and option risk management strategies, business succession planning and transitioning wealth from one generation to the next. Whatever it may be, it's all specifically designed for and it's all in one place with the advice and guidance, service and support that creates confidence from knowing where you stand and what to do. Navigating the endless supply of news and information, trends, markets in a fast paced economy today, it is complicated. You deserve straightforward recommendations that simplify the complex and the ease your decision making. Taking an active interest in our clients lives to provide direction is our passion, and we want to hear what makes you you. So connect with us and let's start a relationship today.