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

the_kellam_group@truist.com

Phone 239-249-5080

Fax 239-598-1592

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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 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

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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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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