wealth team
The Kellam Group
In network coverage since October 18, 2026 · 1 story
$1.2BBook of businessas reported in coverage
7Advisors
Naples, FLMarket
1Moves on our record
The lineage
until Oct 18, 2026PRIORTruist
Oct 18, 2026CURRENTRockefeller Global Family Office
Oct 16, 2026team liftoutTruist → Rockefeller Global Family Office
Network coverage
Moves
Rockefeller Global Family Office adds $1.2 billion Truist team in Naples
The Kellam Group moves as a seven-person unit, with support staffer Charles Outlaw going along, according to AdvisorHub.