Shellee Spagnoletto, CFP®, CWS® in

Shellee Spagnoletto, CFP®, CWS®

Inquirer · DISC type dc
Private Client Group and Family Office - Private Banker at SouthState Bank
📍 Atlanta, Georgia, United States

Shellee Spagnoletto is a Private Banker at SouthState Bank with three decades of experience serving high-net-worth families, executives, and entrepreneurs. A Certified Financial Planner® and Certified Wealth Strategist® educated at the University of South Florida, she specializes in complex financial solutions including lending, cash management, and investments.

Outside of her direct professional duties, Shellee is passionate about her Family Office niche and shows keen interest in leadership advice from figures like Coach Kirby Smart. She also actively supports community-focused charitable initiatives and is engaged in industry-specific events like dental conferences.

Recently, Shellee was honored with two of the four Private Banking awards at her companys conference.

Read the full overview →
Experience
31 Years
Current Role
Private Client Group and Family Office - Private Banker
Location
Atlanta, Georgia, United States
Personality Overview

How Shellee shows up

Judgemental
Hard To Convince
Upfront

They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact.

Priorities

Topics Shellee cares about

High-Net-Worth Clients
Her entire career has focused on providing comprehensive wealth solutions and exceptional service to high-net-worth individuals, families, and business owners.
Dental Practice Financing
She recently represented SouthState Bank at the Hinman Dental Conference, focusing on financing for dental practices, equipment, and acquisitions.
+5 more topics Login to view topics
Career

Work history

4-2023
Private Client Group and Family Office - Private Banker
SouthState Bank
8-2014 - 4-2023
Wealth Management Managing Director
Ameris Bank
4-2005 - 8-2014
Senior Vice President - Private Banking Manager
Northern Trust
2002 - 4-2005
VP - Private Banking Team Leader
SouthTrust Bank, N.A.
1995 - 2002
VP -Investment Manager and Private Banker
Wachovia Corp
In the press

Media appearances

SouthState Bankers Share the Keys to Building a Successful Private .... Featured in The Community Bank Podcast (Apple Podcasts)
See now
Education
B.S.
University of South Florida
2000 - 2001
Certified Financial Planner™
Oglethorpe University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

Other SouthState Bank Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Shellee. Free, 10 seconds.