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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 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

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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    Locations

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    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

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    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

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    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

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    • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    • Limited English Proficiency Support
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