Christi Shell, CWS^®, AAMS^®, BFA^®

Managing Director | Certified Wealth Strategist® | Accredited Asset Management Specialist® | Behavioral Financial Advisor™

With over 26 years of experience, Christi is a Certified Wealth Strategist® who is passionate about helping high-net-worth families develop wealth strategies in order to help solve complex issues and their overall management of assets. She is well-versed in the key issues that affluent families often face and has the ability to identify issues and assume the lead role when working alongside attorneys and accountants, as needed. 

Christi works directly with the firm’s clients and regularly manages business operations. She enjoys developing relationships with families and addressing their wealth management issues, including estate and gift planning, philanthropy, family governance and multi-generational planning. Always striving to provide ideas, suggestions and alternatives for addressing specific issues, Christi utilizes appropriate resources including family office services, estate counsel or trustees to assist her clients.

A graduate of Tusculum College, Christi earned her bachelor’s degree in organizational management and also holds a Certificate in Alternative Investments from the Chartered Alternative Investment Analyst (CAIA) Association. She is also an Accredited Asset Management Specialist℠ and is dedicated to combining her education and registrations in order to better serve those she works with. 

After a 20 year career in bank management, Christi joined Shell Capital as Managing Director. Prior to Shell Capital, she gained extensive experience managing teams that provide a wide range of banking and financial services. Christi worked as the Vice President of Regions Financial for over six years and she also worked at First Tennessee Bank for over 13 years. 

Schedule a Meeting With Christi