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Gordon Kellam

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

801 Laurel Oak Dr

Naples, FL 34108-2180

Gordon.Kellam@Truist.com

Phone 239-249-5136

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About me

Background

As the lead investment strategist, business manager and senior relationship manager for The Kellam Group, Gordon 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, which gives him the knowledge and experience to develop 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 attained the Wealth Management Specialist (WMS) designation through the College of Financial Planning. In addition, he has 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

He 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 and/or wealth 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

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