Shellee B. Spagnoletto, CFP ® has spent her entire career helping families with financial solutions by building long term relationships with her clients. Shellee is a Senior Vice President and the Director of Private Banking at Fideltiy Bank, a 42 year old publicly traded, community bank (recognized by the Lion logo). By providing tailored financial solutions, she is able to solve the unique wealth management needs of high net worth clients. She understands complex financial situations and is able to integrate lending, banking, investment and fiduciary services to benefit her clients while working with the clients’ team of advisors.
Shellee has 30+ years of financial services industry experience. Prior to joining Fidelity, Shellee was Private Banker/Manager at Northern Trust for over nine years where she worked with the ultra-high net worth market. Previously, Shellee was with SouthTrust Bank and Wachovia where she worked as a Private Banking Team Leader and Investment Manager. She has held her Series 7 and 63 Securities Licenses (currently inactive) and has earned the Certified Financial Planner designation.
Shellee is a 2016 PALI (Philanthropic Advisor Leadership Institute) graduate and is a member of the Balser Professional Advisors Council Giving Circle. Shellee is a volunteer for the Cobb Community Foundation. She is a member and previous Past President of The Circle for Children, a Board Member of ProWIN (Professional Women’s Information Network) and a member of Ellevate.
Fun Tip: Shellee has been a member of ProWIN since the organization was formed.