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Gordon Kellam

Gordon Kellam
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 239-298-2614

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About me

Background

As the lead investment strategist, business manager, and senior relationship manager for The Kellam Group, I work closely with a select group of families and businesses to assist with all aspects of their investment and wealth management needs. I have been in the financial services industry since 2001, which gives me the knowledge to help develop tailored financial plans and strategies using an open architecture approach. 

I hold the Wealth Management SpecialistSM (WMSSM) designation; and have 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

Originally from the Berkshires in Western MA, I currently resides in Naples, FL, with my wife, Barbie, and our two sons, Maxwell and Oliver. When not in the office, I enjoy boating, fishing, golf, and traveling with my 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

Locations

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