Shellee Spagnoletto, CFP®, CWS® in

Shellee Spagnoletto, CFP®, CWS®

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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.

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

How Shellee shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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.
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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)
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Education
B.S.
University of South Florida
2000 - 2001
Certified Financial Planner™
Oglethorpe University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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