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Our Team

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 are committed to developing deep personal relationships in order to help us protect our clients’ financial interests in the long term.

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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.

Our Process

Holistic Wealth Management Planning

Naples, FL

5551 Ridgewood Dr., STE 101
Naples, FL 34108
P: (239) 249-5080

Publications of Interest