Christi Shell is managing director of Shell Capital Management, LLC, and serves as the firm’s wealth manager 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.

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.

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.

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.

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.