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Business Experience

With nearly 20 years in the financial services industry, Gordon has gained the knowledge and expertise to develop custom-tailored financial plans for individuals, families, and businesses. As the lead investment strategist, business manager, and senior relationship manager for The Kellam Group, Gordon works closely with a select group of high-net-worth clients, transitioning from asset accumulation to asset distribution and protection.

Investment Philosophy

Gordon’s primary goal is to become a lifelong resource and essential partner to those who have entrusted him to help manage their financial well-being.

Specialty/Area of Expertise

By partnering with BB&T’s other specialists, Gordon can provide a comprehensive range of services, including:

  • Investment portfolio management 
  • Retirement planning
  • Asset protection strategies
  • Life and long-term care insurance
  • Legacy planning
  • Banking services
  • Alternative investments
  • Private equity placements
  • Option strategies for concentrated stock position

Education and Licensing:

  • Attained the Wealth Management Specialist designation through the College of Financial Planning
  • Completed the executive education program for high-net-worth investing at the Wharton School of Business at the University of Pennsylvania
  • Earned a bachelor’s degree in finance and sociology from Ithaca College
  • Holds FINRA Series 6, 7, 9, 10, 63 and 66 registrations as well as life insurance, health insurance and variable annuity licenses.

Community Involvement

Gordon is active in the community, working with organizations such as The Naples Art Association, The Education Foundation, and The Shelter for Abused Woman and Children.

Personal

Gordon is originally from the Berkshires in Western Massachusetts, and now resides in Naples with his wife Barbie, and two sons, Maxwell and Oliver.

Client Service Associates

• Erica Solas | Registered Client Service Associate II

• Irene Taliseskey | Registered Client Service Associate 

• Renee Ramtahal | Registered Client Service Associate

Gordon Kellam

Managing Director
Financial Advisor

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Naples, FL

5551 Ridgewood Dr., STE 101
Naples, FL 34108
P: (239) 249-5136

Publications of Interest