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.
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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.