Shane M. Spells is the founder of ARTAAD Financial. He offers his clients more than 20 years of financial services, retirement planning, and investment management experience. Shane began his career, after attaining an Economics degree from Rutgers University and MBA in Finance from the Stetson School of Business at Mercer University, with Merrill Lynch as a Financial Consultant. He later joined UBS Financial Services after a successful stint with Merrill Lynch. He then joined SunTrust Investment Services, Inc., where he remained for more than 12 years.
Shane has earned his professional designation of Certified Financial Planner, CFP® and Chartered Retirement Planning Counselor, CRPC®. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. Shane understand the complexities of the changing financial climate and know how to make recommendations in your best interest. His experience and knowledge gives him the necessary insight for advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement plan, and other critical financial strategies.
By joining the national independent brokerage firm of LPL Financial, Shane has greatly enhance his ability to service client needs. LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation, representing more than 14,000 financial advisors across the country.* With resources of LPL Financial, Shane is free to choose the products and services that address his client’s needs because LPL Financial does not offer any proprietary products. This commitment to objective, conflict-free financial advice helps to preserve the integrity of Shane’s investment advice. For decades, LPL has served as an enabling partner to financial advisors, supporting Financial Advisors in their goals of helping protect and grow clients’ wealth. Since its founding, LPL has been committed to enabling the delivery of independent, objective advice to American investors. LPL’s legacy roots in putting advisors at the center of everything they do, driving LPL to develop the solutions advisors need to run their practice and serve investors’ best interests. Discover the strength of LPL and how you could potentially benefit from working with a firm committed to your success.
*As reported by Financial Planning Magazine, June 1996-2016 based on total revenue
Certified Financial Planner, CFP® Designation, CFP Board
Certified Divorce Financial Analyst, CDFA®, Institute for Divorce Financial Analyst
Chartered Retirement Planning Counselor, CRPC® Designation, College for Financial Planning
MBA, Finance, Stetson School of Business, Mercer University
BA, Economics, Rutgers University
Licenses: Series 7, Series 66, Series 24, Life, Health and Accidental License, Fixed and Variable Annuity License.
SunTrust Investment Services, Financial Advisor, 2005-2017
What You Can Expect
SunTrust Bank, Trust Advisor, 2004-2005
UBS Painwebber, Financial Advisor, 2001-2004
Merril Lynch, Financial Consultant, 1997-2001