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.
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.
By partnering with BB&T’s other specialists, Gordon can provide a comprehensive range of services, including:
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.
Gordon is originally from the Berkshires in Western Massachusetts, and now resides in Naples with his wife Barbie, and two sons, Maxwell and Oliver.
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