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Head of Wealth Management
As Head of Wealth Management for Ameris, Dave provides oversight, strategic direction and leadership responsibility for Wealth Management. Dave has 33 years of experience, and is actively engaged to ensure we help our clients achieve greater confidence in achieving their goals. Dave earned his Bachelor of Business Administration in Finance from Columbus State University. He is a member of Woodstock City Church and resides in Woodstock, GA with his wife and 3 children.
William “Bill” Keith
Head of Trust
As leader of Ameris Bank Trust, Bill Keith heads the Trust team to offer the high level of personal service our clients need. He combines his unique blend of business savvy and financial acumen to take clients’ existing assets and put them to work, helping them to leave a lasting legacy. He has over 40 years of experience in the wealth management field as a senior leader. His solid background in trust operations, wealth management, asset allocation and technology gives him the expertise to assemble a plan that fits clients’ special needs. Bill is married and has 2 children and 2 grandchildren.
Shellee B. Spagnoletto, CFP®
Managing Director of the Specialty Lending and Banking Team
Shellee Spagnoletto is Managing Director of the Specialty Lending and Banking Team and has 32 years of experience with leadership roles and working with affluent clients in Wealth Management. As a Certified Financial Planner™, Shellee is able to identify solutions for Wealth Management clients that include lending, banking, investment, trust and charitable planning to help clients reach their financial goals. She graduated from the University of South Florida with a Business Management degree. Shellee is a member of the BPAC Giving Circle (through the Jewish Federation of Greater Atlanta), a 2016 alumni of PALI (Philanthropic Advisors Leadership Institute through the Community Foundation of Greater Atlanta), VP/Board Member of ProWIN (Professional Women’s Information Network), Past President/Treasurer of the Circle for Children (non-profit), a member of Ellevate, and is a volunteer for The Cobb Community Foundation. Shellee and her husband live in East Cobb with their 2 daughters.
Jason Riley is Managing Director in Wealth Management, leading our Wealth Management Client Advisors. Jason is responsible for the leadership, development and performance of the Client Advisors. Jason has over 14 years experience in wealth management including leadership roles, client relationship management, business development, advisor recruiting and development, client acquisition and retention, and compliance and controls. He attended the University of Texas at Arlington where he received his BBA in Marketing.
Joshua B. Voisine, CFP®
Josh Voisine is a Wealth Advisor based in the Sugarloaf branch, serving our Northeast Region, including River Exchange, Winder, Lawrenceville, Cumming, Jones Bridge, Spout Springs, Berkeley Lake, Medlock Crossing and Snellville. Josh is a Certified Financial PlannerTM and has over 15 years of financial experience. Josh graduated from the University of South Alabama with a B.S. in Finance and completed the University of Georgia Executive Program for Financial Planning to attain his CFP®designation. He is active with the Rotary Club of Lawrenceville and volunteers with Habitat for Humanity. He enjoys spending time with his wife, 2 boys and 3 dogs.
Phillip M. Knight, CFP®
Phillip Knight is a Wealth Advisor based in the Merchants Walk Branch in Marietta, also serving our Marietta Square, Canton Road, South Cobb Drive, Bells Ferry and Hiram branches. Phil is a Certified Financial PlannerTM with over 16 years financial experience as a financial advisor and consultant. He graduated from the University of Georgia, Terry College of Business with a B.B.A. in International Business with a concentration in Finance. Phil is a Decatur native and is a member of Mt. Bethel Church in Marietta. He has participated in and finished multiple Ironmans, marathons and ultramarathons and while attending UGA, he was on the U.S. National All-Star Lacrosse Team.
Albie Whitaker is a Wealth Advisor based in Buckhead. Albie has over 17 years experience offering comprehensive and objective financial advice to clients who desire a high level of personal service, including entrepreneurs, professionals and multigenerational families. Albie received his BBA from the University of Georgia and his MBA from the Goizueta Business School at Emory University. He serves as Chairman of the Board of Trustees for SCAD (Savannah College of Art and Design) and Advisory Board Chair at The Shepherd Center. Albie enjoys traveling, wing shooting and spending time with his wife and 2 children. He resides in Brookhaven.
Michelle Higgins is a Wealth Advisor based in the Roswell branch. She has over 6 years of wealth management experience and specializes in the areas of Financial Planning and Portfolio Management. Michelle attended Arizona State University where she earned her Bachelor’s degree in Intercultural Communication. Prior to joining Fidelity Bank, Michelle was a Vice President Investments Financial Consultant within the Private Wealth Management sector. She provided her clients with a tailored wealth management approach, which included comprehensive financial planning, investment management, legacy wealth planning, retirement planning, as well as estate planning. In her free time, Michelle volunteers with the Children’s Development Academy. She resides in Alpharetta with her husband and 4 children.
Don Acosta is a Wealth Advisor with Ameris Bank Wealth Management. He offers clients more than 14 years of comprehensive wealth management experience, focusing on wealth strategies through financial planning, investment management, credit, and estate planning. He is a native of Miami, Florida and is a graduate of Florida State University. Don has lived in Orlando since 2012. Don enjoys weightlifting, cruising, outdoor sports and theme park family outings with his wife Amy and son A.J. Don is a member of the Florida Citrus Sports Commission and Florida State University Varsity Club. He is fluent in Spanish.
Patrick Macabasco is a Wealth Advisor based in our Town Center Branch located in Jacksonville, FL. He has worked with high net worth families and individuals for over 17 years, assisting with investment management, complex credit, liability exposure, as well as legacy/transition planning needs. A 2001 graduate of the University of North Florida, Patrick is involved in the community. He is on the board of the Catholic Charities Bureau–Jacksonville and a North Florida United Way Stein Fellow, class of 2019.
As a client advisor, Tripper provides banking and lending solutions for high net worth clients, providing them with personalized service to help them grow and preserve their wealth. He has over 15 years of helping families across the Southeast choose the right deposit and loan products, giving greater financial confidence to his clients. Tripper earned his undergraduate degree from Hampden-Sydney College, a Master of Business Administration from Oglethorpe University and is attending the Emory Goizueta Business School Leadership Program. Tripper is a board member of Wilderness Works, a member of the Lions Club and serves as a Stephen Minister. He resides in Vinings, Georgia with his wife and two children.
Head of Personal Trust and a Senior Trust Advisor
As Head of Personal Trust and a Senior Trust Advisor, Carter works with families to provide advice and oversight in the administration of trusts. He also works with clients to provide them with personalized service to help them grow and preserve their wealth. Carter has over 23 years of experience in working with families across the Southeast and helping them engage wealth planning to achieve greater financial confidence. He earned a Bachelor of Business Administration from Iowa State University, a Master of Business Administration from the University of Tennessee at Chattanooga, Chartered Financial Analyst, Certified Trust and Financial Advisor. Carter is currently a member of the Atlanta CFA Society and has served on the faculty for ABA Advanced Trust School Curriculum. He resides in Roswell, GA with his wife and twin daughters.
Lily Ngo is a Trust Advisor with over 5 years of experience in fiduciary services. She attended Pepperdine University where she earned her Bachelor of Arts in International Studies. Lily is also a graduate of Stetson University College of Law where she earned an Elder Law Certificate of Concentration and was awarded the William F. Blews Pro Bono Service award. She is a Certified Trust and Financial Advisor and she is licensed to practice law in Florida and Pennsylvania. Lily’s specialties include special needs trusts, elder law, and estate planning.
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