Gordon Kellam

Gordon Kellam, APMA®
Managing Director Financial Advisor Truist Investment Services, Inc.
The Kellam Group of Truist Investment Services, Inc.

801 Laurel Oak Dr

Naples, FL 34108-2180

About me

Background

Gordon Kellam is a Financial Advisor and Managing Director with The Kellam Group of Truist Investment Services, Inc. He works closely with a select group of families and businesses to assist with all aspects of their investment and wealth management needs. He has been in the financial services industry since 2001 and has experience in developing tailored financial plans and strategies using an open architecture approach. His specialties include concentrated stock management, options strategies, and portfolio design. Gordon holds FINRA Series 6, 63, 7, 9, 10 securities registrations and life, health and annuity licenses. He has also completed the executive education program for high-net-worth investing at the Wharton School of Business.

Investment Advisor Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Finance, Sociology
Ithaca College 1997 2001

Personal Interests

Gordon is originally from the Berkshires in Western Massachusetts and resides in Naples with his wife, Barbie, and their two sons, Maxwell and Oliver. When not in the office, Gordon enjoys boating, fishing, golf and traveling with his family.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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About Our Process

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.

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