Shellee Spagnoletto, CFP®, CWS®

Inquirer
DISC Type : dc

Private Client Group and Family Office - Private Banker at SouthState Bank

Atlanta, Georgia, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Family Office Services
She describes her work with Family Offices as a "great niche" that she personally enjoys, indicating a specific passion within her professional field.

Media Appearances

SouthState Bankers Share the Keys to Building a Successful Private .... Featured in The Community Bank Podcast (Apple Podcasts)

See Now

Work History

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

Education

B.S. from University of South Florida
2000 - 2001
Certified Financial Planner™ from Oglethorpe University

More Information

Social Presence :

Prographics :

Exp : 31 Location : Atlanta, Georgia, United States Job Level : N/A Designation : Private Client Group and Family Office - Private Banker at SouthState Bank
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Insights For Selling To Shellee

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Get to the point quickly instead of spending too much time on pleasantries
  • Highlight the competitive differentiation of your product

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shellee is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Shellee

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Shellee move?

  • Their decision making speed is somewhere in the middle.
  • Can Shellee take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Shellee

Personality Compatibility


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