The Kellam Group of Truist Investment Services, Inc. The Kellam Group of Truist Investment Services, Inc.

The Kellam Group of Truist Investment Services, Inc.

801 Laurel Oak Dr

2nd Floor,

Naples, FL 34108-2180

Who we are

The Kellam Group of Truist Investment Services, Inc., is a forward-thinking wealth management team comprised of deeply committed professionals who offer tailored advice and guidance, with a highly engaged standard of care, to a select group of affluent families, business owners, and corporate executives, both locally and around the country.  

Our mission is to become our clients’ essential partner by using our experience, resources, and passion for making a difference, while helping them identify and pursue their vision of financial success at any stage of life.

Check the background of this investment professional on FINRA's BrokerCheck

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

Brad J Cherkin
Brad J Cherkin
Financial Planning Officer
Erica M. Solas
Erica M. Solas
Registered Client Service Associate
Sumera Yousaf
Sumera Yousaf
Registered Client Service Associate
Batina Tramaglino
Batina Tramaglino
Client Service Associate
Our commitment is defined by three core principles:

Personalized Approach
  • Using in-depth discovery to help us understand our client’s story about money: values, goals, and concerns.
  • Developing a plan and strategy that takes into account the client’s entire current situation, identifies blind spots, and creates a roadmap.
  • Providing straightforward recommendations that simplify financial complexities and add confidence to their decision making. 

Tailored Guidance
  • Offering a team approach, specialized expertise, and ongoing education to invite innovation and perspective.
  • Taking a sophisticated, clear, and prudent investment approach that allows for risk-managed, tax-efficient portfolios that are tied to each client’s needs.
  • Collaborating and being a resource for advice in every aspect of a client’s financial life.

Lasting Relationships
  • Committing to exceeding client expectations by being accessible, responsive, and always following through.
  • Holding regular reviews that help keep clients on track—and help us to anticipate and create strategies around forward-looking issues.
  • Maintaining an active interest in our clients’ lives and priorities allows us to serve multiple generations.

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