Shellee Spagnoletto, CFP®, CWS®

Shellee Spagnoletto has over 30 years of experience with leadership roles and working with affluent clients in Wealth Management. As a Certified Financial Planner® and Certified Wealth Strategist®, Shellee is able to identify financial solutions that include lending, banking, investment, trust and charitable planning to help her clients reach their financial goals. She graduated from the University of South Florida with a Business Management degree. Shellee was past Balser Symposium Chair Person, a member of the BPAC Giving Circle through the Jewish Federation of Greater Atlanta, a 2016 alumni of the Philanthropic Advisors Leadership Institute (PALI), Past VP/Board Member of ProWIN (Professional Women's Information Network), a long time Member and Past President and Treasurer of The Circle for Children, had volunteered for The Cobb Community Foundation for many years and was a prior Girl Scout Leader. Shellee and her husband currently live on Lake Lanier in Cumming and enjoy boating and other water activities.