Shellee Spagnoletto
- Role
- Director Atlanta Premier Private Client Group at SouthState Bank
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Shellee Spagnoletto
I have been in the financial services industry for three decades with the majority of…
Experience
Director Atlanta Premier Private Client Group
Apr 2023 — Present
Shellee has joined SouthState Bank to lead the Atlanta Private Banking Team. Shellee brings over 30 years of experience working with affluent clients in Wealth Management. As a Certified Financial Planner ®. Shellee is able to help her clients with financial solutions including banking, lending, investment, trust and charitable planning. SouthState Bank acquired Atlantic Capital Bank in 2022 and we are now ready to expand our brand and services in the Atlanta market. We are a regional size bank with local leadership in each of our markets. The bank has a great reputation for service and, of course, Private Banking offers the very best personalized service to our clients.
Education
University of South Florida
B.S., Business Management
Oglethorpe University
Certified Financial Planner™, Financial Planning and Services
2000 — 2001
Skills
- Retirement Planning
- Credit
- Estate Planning
- Securities Licensed
- Certified Financial Planner
- Cash Management
- Securities
- Loans
- Portfolio Management
- Private Banking
- Wealth Management
- Financial Services
- High Net Worth Individuals
- Small Business
- Banking
- Underwriting
- Strategic Financial Planning
- Investments
- Asset Management
- Relationship Management
- Financial Planning
- Management
- Wealth Management Services
- New Business Development
- Series 7
- Investment Management
- Investment Advisory
- Commercial Lending
- Leadership
- Mutual Funds
- Business Development
- Asset Allocation
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