National Estate Services, L.L.P. is a financial planning firm providing comprehensive financial services for mature and senior investors, including annuity advice and selection, long term care planning for Medicaid and nursing care, tax reduction, estate planning, and conservatorship and trustee services.
Our Team
J. Kelly Gallion
President of National Estate Services, LLP
Kelly Gallion, President of National Estate Services, L.L.P. has been assisting senior investors for the last 13 years. Mr. Gallion started his career as a property and casualty agent with Allstate and Prudential Insurance Companies and moved into advising individuals as an independent estate planner with Puritan Financial, Inc. After spending four years in the field he was promoted to serve as President of their estate planning division. After seven years with Puritan Financial, Inc. Mr. Gallion accepted a position as Vice-President of estate planning with CLA *USA, Inc for 3 and 1 /2 years until deciding to open his own estate planning company. Mr. Gallion is a Certified Estate Planning Professional through The Abts Institute for Estate Preservation (one of 1700 in the US), which includes IRA, Insurance Preservation Trust, and Transfers in Trust planning, Certified Annuity Counselor and Certified Senior Estate Planner.
Kelly offers publications of his Annuity Owner Opportunities, Avoid Mistakes in Buying Long-Term Care Insurance, Six Strategies to Help Retirees Reduce Taxes and Preserve Their Assets and IRA Distribution Mistakes and How to Avoid Them (And Cut Your Taxes on IRA Withdrawals). These easy to read books are suited for those clients who already own annuities or Long Term Care or who are considering purchasing annuities or Long Term Care, own an IRA or just want to cut their taxes.
Judy Stinson
Judy R Stinson is a knowledgeable and experienced veteran of the insurance, financial planning and trust industries. She has worked in the retirement planning, insurance industries, Estate settlement and Trust management for the past twenty-six years . Throughout her career, Judy has believed strongly in serving the client and has strived to ensure that the interest of the client was her number one priority.
National Estate Services – Sept 2014 to present
Our commitment to serving our clients involves finding solutions to transform our clients’ financial lives. We seek to help clients with investable assets develop a life-long income stream. With honesty, integrity and professionalism, we seek to serve clients sharing our morals and values, and are committed to delivering financial solutions to allow them to achieve their financial objectives.
WE FOCUS ON HELPING CLIENTS OBTAIN FINANCIAL INDEPENDENCE, REACHING THEIR FINANCIAL GOALS THROUGH TAX-EFFICIENT INVESTMENTS AND RETIREMENT SOLUTIONS
Experience:
2014 – Present – National Estate Services
2008 – Present – Stinson Consulting
2008- 2014- financial advisor , estate settlements and administrative reviews on behalf of Puritan Financial Group.
1998-2007- AVP Trust Officer with Regions Bank handling investment strategies and trusts, many types of accounts including Special Needs Trusts, various IRAs, revocable and irrevocable trusts and help with estate settlement process.
1989-1996 – Investment Stock Broker with J C Bradford and Coon behalf of individuals. Planning for retirement and working with various small businesses setting up employer retirement plans.
Certifications:
CTFA – Certified Trust and Financial Advisor through American Bankers Association
IAR – Investment Advisor Representative through FINRA
Former Series 7 through SEC
Licensed Life and Health Insurance Agent
Education:
Masters in Mass Communications from University of Florida
Bachelor of Science in Communications from University of TN at Martin
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