THE KELLAM GROUP OF BB&T SCOTT & STRINGFELLOW THE … · to help manage their financial...
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THE KELLAM GROUP OF BB&T SCOTT & STRINGFELLOW e Kellam Group of BB&T Scott & Stringfellow was formed in 2011 to provide a highly personalized, custom tailored and disciplined approach to wealth management. Together, we have more than 100 years of financial services experience with a multi generational perspective that gives our group a deep understanding of the challenges and opportunities facing our clients and their families today. Our team understands the wealth management challenges and opportunities faced by investors with significant means. Our clientele is comprised of a select group of affluent families, business owners and corporate executives who value our comprehensive planning approach to preserving wealth, pursuing goals and establishing financial legacies. We’re committed to developing deep personal relationships in order to help us protect our clients’ financial interests in the long term. OUR PHILOSOPHY Client satisfaction: Our clients’ success is central to everything we do. Wealth preservation is essential to wealth accumulation. Prudent investment in high quality companies is the best way to grow wealth over time. Transparency is critical. Investment solutions must be accessible and easy to understand. Tax efficiency matters. We build portfolios that strive to minimize the impact of taxes. Communication is essential. We provide timely, responsive communication to ensure our clients remain comfortable and confident. Confidentiality: Our clients’ privacy is of utmost importance. 5551 Ridgewood Drive, Suite 101, Naples, FL 34108 239-249-5080 KellamGroup.BBTScottStringfellow.com Diversification does not ensure against market loss. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Comments regarding tax implications are informational only. BB&T Scott & Stringfellow and its representatives do not provide tax advice. You should consult your individual tax professional before taking any action that may have tax consequences. BB&T Scott & Stringfellow is a division of BB&T Securities, LLC, member FINRA/SIPC. BB&T Securities, LLC, is a wholly owned nonbank subsidiary of Truist Financial Corporation, is not a bank, and is separate from any Truist bank or nonbank subsidiary. Investment Advisory Services are offered through BB&T Securities, LLC, a Registered Investment Advisor. Securities and insurance products or annuities sold, offered or recommended by BB&T Scott & Stringfellow are not a deposit, not FDIC insured, not guaranteed by a bank, not guaranteed by any federal government agency and may lose value. Traditional bank products are offered through Truist Bank, Member FDIC and Equal Housing Lender . Only deposit products are FDIC insured. Loans are subject to credit approval. THE KELLAM GROUP OF BB&T SCOTT & STRINGFELLOW PREPARE A COMPREHENSIVE FINANCIAL PLAN AND INVESTMENT POLICY STATEMENT DEVELOP THE APPROPRIATE ASSET ALLOCATION MODEL CONSTRUCT AND IMPLEMENT THE OPTIMAL PORTFOLIO MONITOR PROGRESS AND MAKE APPROPRIATE ADJUSTMENTS “By putting our clients’ interests first, it’s our goal to become a lifelong resource and essential partner to those who have entrusted us to help manage their financial well-being.” – Gordon B. Kellam HOLISTIC WEALTH MANAGEMENT PLANNING FINANCIAL Financial Goals Investment Management Asset Allocation Tax Planning INSURANCE Goals Protection Income Protection Disability Insurance Liability/Umbrella Insurance Umbrella Coverage LEGACY Estate Planning Health Care POA Living Will Durable POA Trusts Living Trusts Credit Shelter Generation Skipping Residence Trust Heirs Legacy Planning Annual Gifting Estate Transfer Transfer on Death Asset Titling Charitable Giving Charitable Trusts Bequests Donor Advised Funds RETIREMENT Retirement Plans 401(k) IRAs ESOP Social Security Benefit Commencement Decision Health Care Medigap Insurance Long-Term Care LENDING Tailored Lending Affluent Client Personal Lending Business Lending Home Loans BB&T Mortgage BB&T Home Equity Securities-Based Lending Secured Line of Credit Control & Restricted Stock Lending Commercial Lending Business Banking Commercial Real Estate Equipment Leasing Franchise Financing MULTI GENERATIONAL College Planning 529 Plans Custodial Accounts Support For Adult Children Special Needs Financial Planning Elder Care Health Care Living Expenses Housing
Transcript of THE KELLAM GROUP OF BB&T SCOTT & STRINGFELLOW THE … · to help manage their financial...
T H E K E L L A M G R O U P O F B B & T S C O T T & S T R I N G F E L L O W
The Kellam Group of BB&T Scott & Stringfellow was formed in 2011 to provide a highly personalized, custom tailored and disciplined
approach to wealth management. Together, we have more than 100 years of financial services experience with a multi generational
perspective that gives our group a deep understanding of the challenges and opportunities facing our clients and their families today.
Our team understands the wealth management challenges and opportunities faced by investors with significant means. Our clientele
is comprised of a select group of affluent families, business owners and corporate executives who value our comprehensive planning
approach to preserving wealth, pursuing goals and establishing financial legacies. We’re committed to developing deep personal
relationships in order to help us protect our clients’ financial interests in the long term.
OUR PHILOSOPHY
Client satisfaction: Our clients’ success is central to everything we do.Wealth preservation is essential to wealth accumulation.
Prudent investment in high quality companies is the best way to grow wealth over time.
Transparency is critical. Investment solutions must be accessible and easy to understand.Tax efficiency matters. We build portfolios that strive to minimize the impact of taxes.
Communication is essential. We provide timely, responsive communication to ensure our clients remain comfortable and confident.
Confidentiality: Our clients’ privacy is of utmost importance.
5551 Ridgewood Drive, Suite 101, Naples, FL 34108 239-249-5080KellamGroup.BBTScottStringfellow.com
Diversification does not ensure against market loss. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Comments regarding tax implications are informational only. BB&T Scott & Stringfellow and its representatives do not provide tax advice. You should consult your individual tax professional before taking any action that may have tax consequences. BB&T Scott & Stringfellow is a division of BB&T Securities, LLC, member FINRA/SIPC. BB&T Securities, LLC, is a wholly owned nonbank subsidiary of Truist Financial Corporation, is not a bank, and is separate from any Truist bank or nonbank subsidiary. Investment Advisory Services are offered through BB&T Securities, LLC, a Registered Investment Advisor. Securities and insurance products or annuities sold, offered or
recommended by BB&T Scott & Stringfellow are not a deposit, not FDIC insured, not guaranteed by a bank, not guaranteed by any federal government agency and may lose value.
Traditional bank products are offered through Truist Bank, Member FDIC and Equal Housing Lender . Only deposit products are FDIC insured.Loans are subject to credit approval.
T H E K E L L A M G R O U P O F B B & T S C O T T & S T R I N G F E L L O W
PREPARE A COMPREHENSIVE FINANCIAL PLAN AND INVESTMENT POLICY STATEMENT
DEVELOP THE APPROPRIATE ASSET ALLOCATION MODEL
CONSTRUCT AND IMPLEMENT THE OPTIMAL PORTFOLIO
MONITOR PROGRESS AND MAKE APPROPRIATE ADJUSTMENTS
“By putting our clients’ interests first, it’s our goal to become a lifelong resource and essential partner to those who have entrusted us to help manage their financial well-being.” – Gordon B. Kellam
HOLISTIC WEALTH MANAGEMENT PLANNING
FINANCIAL
Financial Goals
Investment Management
Asset Allocation
Tax Planning
INSURANCE
Goals Protection
Income Protection Disability Insurance
Liability/Umbrella InsuranceUmbrella Coverage
LEGACY
Estate PlanningHealth Care POA Living Will Durable POA
Trusts Living Trusts Credit Shelter
Generation Skipping Residence Trust
HeirsLegacy Planning Annual Gifting
Estate Transfer Transfer on DeathAsset Titling
Charitable GivingCharitable Trusts Bequests
Donor Advised Funds
RETIREMENT
Retirement Plans401(k) IRAs ESOP
Social Security Benefit Commencement Decision
Health Care Medigap Insurance Long-Term Care
LENDING
Tailored LendingAffluent Client Personal Lending Business Lending
Home LoansBB&T Mortgage BB&T Home Equity
Securities-Based LendingSecured Line of Credit Control & Restricted Stock Lending
Commercial LendingBusiness Banking Commercial Real Estate
Equipment Leasing Franchise Financing
MULTI GENERATIONAL
College Planning529 Plans Custodial Accounts
Support For Adult ChildrenSpecial Needs Financial Planning
Elder CareHealth Care Living Expenses Housing
T H E K E L L A M G R O U P O F B B & T S C O T T & S T R I N G F E L L O W
Gordon B. Kellam – Managing Director, Financial Advisor [email protected]
As the lead investment strategist, business manager and senior relationship manager for The Kellam Group, Gordon works closely with a select group of families and businesses on all aspects of their investment and wealth management needs. He has been in the financial services industry since 2001, which gives him the knowledge and expertise to develop tailored financial plans and strategies. Specialties include concentrated stock management, options strategies and structured products, and institutional services such as defined benefit /defined contribution retirement plans. Gordon holds FINRA Series 6, 7, 9, 10, 63 and 66 registrations, and life, health and annuity licenses. He has also attained the Wealth Management Specialist (WMS®) designation through the College of Financial Planning. In addition, he has completed the executive education program for high-net-worth investing at the Wharton School of Business.
Owen Wilson, AWMA® – Financial [email protected]
Owen is a financial advisor and partner in The Kellam Group of BB&T Scott & Stringfellow. Owen serves as the teams’ relationship coordinator and lead advisor for many of the families we have the privilege to serve. With a strong financial planning background, Owen provides solutions in all facets of our clients wealth management needs with specialties including financial planning, alternative investment strategies, and fixed income screening and selection. Owen holds FINRA Series 7, 24, 63 and 66 registrations, and holds the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning.
Brad Cherkin – Financial Planning Officer [email protected]
Brad serves as the asset protection specialist and family strategy consultant for the team, as well as lead relationship manager for many of our clients. Brad brings more than 40 years of collective experience in financial services with extensive expertise in financial planning, life insurance, gifting and estate planning strategies. He holds FINRA Series 6, 7, 65 and 63 registrations, and life insurance, health and variable annuity licenses.
Erica Solas – Registered Client Service Associate [email protected]
Erica has worked with Gordon and the Kellam Group in Naples since 2006. Erica serves as a direct extension of the team’s financial advisors for all client service-related matters and is accountable for the team’s daily operations management including money movements, wires, account openings and updates. She’s responsible for upholding the team’s operational efficiency and ensuring compliance with both firm and industry requirements and regulations. She holds FINRA Series 7, 9, 10 and 66 registrations.
Irene Taliseskey – Registered Client Service [email protected]
Irene has enjoyed success within the financial services industry for more than 20 years. She began her career in Michigan, providing solutions for estate planning and long-term care. Irene serves as the team’s annuity and CD specialist, due diligence coordinator for new and existing contracts, and point person for scheduling and client relations. Irene holds FINRA Series 6, 7, 63 and 65 registrations, and can provide life and long-term care insurance.
Renee Ramtahal – Registered Client Service [email protected]
Renee is the principal communications authority for the Kellam Group, responsible for timely and topical information updates, materials and social media communications with our clients and their other trusted advisors. She earned a bachelor’s degree in psychology and an MBA from Florida Gulf Coast University. Renee joined BB&T Scott & Stringfellow in 2017 and holds the FINRA Series 7 and 66 registrations.
Matthew Caras, CFP® – Senior Vice President, Financial [email protected]
Matthew is a financial advisor and partner in the Kellam Group. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and the head of financial planning, designing comprehensive financial plans for the clients we have the pleasure to serve. In addition, his specialties include fixed income analysis and alternative solutions, mutual fund and annuity research and guidance, and active portfolio management. Matthew has been a financial advisor since 1995, and holds FINRA Series 4, 7, 24, 63 and 65 registrations. With extensive familiarity throughout all market cycles, Matt has dedicated his career to delivering the personalized investment planning services and solutions our clients need to navigate all market environments.
THE KELLAM GROUPof BB&T Scott & Stringfellow
5551 Ridgewood Drive, Suite 101, Naples, FL 34108 n 239-249-5080
Website: KellamGroup.BBTScottStringfellow.com
