Christi Shell
Director of Private Wealth Strategy | Certified Wealth Strategist® | Accredited Asset Management Specialist® | Behavioral Financial Advisor™ | Certified ETF Advisor®
Christi Shell is Director of Private Wealth Strategy at Shell Capital Management, LLC, and serves as the firm’s wealth strategist for client families. With more than 27 years of experience, she works directly with retirees, physicians, business owners, and families with complex financial lives to oversee and coordinate their entire wealth picture.
The whole balance sheet, coordinated.
Christi is the overall wealth advisor for planning and advisory decisions, ensuring that portfolio strategy, tax considerations, estate planning, philanthropy, and family objectives remain aligned as circumstances evolve. She is known for bringing structure and clarity to complex situations and for leading collaboration with attorneys, accountants, trustees, and other specialists so decisions are thoughtful, coordinated, and durable.
Private wealth management and strategy.
Her areas of focus are private wealth management and strategy, including estate and gift planning coordination, tax alpha, asset protection, retirement income management, trust management, philanthropic strategy, family governance, and multigenerational wealth planning.
Technical expertise, human judgment.
Christi earned her bachelor’s degree in organizational management from Tusculum University and holds a Certificate in Alternative Investments from the Chartered Alternative Investment Analyst Association. She has completed the Wealth Management Theory & Practice executive program at the Yale School of Management and holds the designations of Certified Wealth Strategist®, Accredited Asset Management Specialist®, Behavioral Financial Advisor™, and Certified ETF Advisor®, reflecting her commitment to combining technical planning expertise with an understanding of how families make decisions under uncertainty.
Two decades of banking leadership.
Prior to joining Shell Capital, Christi spent more than two decades in senior leadership roles in banking and financial services. She served as a Vice President at Regions Financial for over six years and previously held leadership roles at First Tennessee Bank for more than thirteen years. In these roles, she managed teams delivering comprehensive financial services and developed deep experience overseeing complex client relationships and operational environments.
Patience, care, and long-term stewardship.
Christi and her husband, Mike, spent much of their adult lives in West Knoxville and the Tampa Bay area before returning to East Tennessee, where they now live on a modern farm in Athens, McMinn County, near where Mike grew up on his grandparents’ farm. Outside of her professional work, Christi enjoys tending the garden, raising chickens, and spending time with their Shih Tzu, Domino. She and Mike also value time with family. These pursuits reflect the same values that guide her work with families—patience, care, and long-term stewardship.
Start with a conversation.
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