About | Free Trial

Last Update

2016-05-23T00:00:00.000Z

This profile was last updated on . .

Is this you? Claim your profile.

Wrong Phyllis Silverstein?

Phyllis Silverstein

Vice President, Senior Trust and Fiduciary Specialist, Philanthropic Group

Wells Fargo & Company

Direct Phone: (404) ***-****       

Email: p***@***.com

Wells Fargo & Company

420 Montgomery Street

San Francisco, California 94163

United States

Company Description

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.8 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer a... more

Find other employees at this company (147,134)

Background Information

Affiliations

Board Member
Georgia Planned Giving Council

Member
National PPP

Member of the Senior Advisory Council
United Jewish Communities

Education

B.A. , Cum Laude
Sociology
Florida Atlantic University

Web References (17 Total References)


"Why You Should Include Planned Giving ...

gwinnettbusinessradio.businessradiox.com [cached]

"Why You Should Include Planned Giving in Your Estate Plan" with Phyllis Silverstein and Alicia Philipp on Wealth Matters Radio Show

...
Craig Frankel, Alicia Philipp, Phyllis Silverstein, Adam Gaslowitz
...
ABOUT PHYLLIS SILVERSTEIN: Phyllis Silverstein is a Philanthropic Specialist for Wells Fargo Philanthropic Services. Phyllis helps individuals and multi-generational families achieve their charitable objectives through the creation and management of private foundations, charitable trusts and other charitable planning strategies. She also advises nonprofit organizations in the areas of annual development, planned giving/endowment, governance and management. Phyllis is responsible for involving all aspects of the Wells Fargo Private Bank in the awareness and importance of philanthropy for our clients and our community. Phyllis strives to create value for clients by helping them understand and maximize the impact their philanthropy has on current and future needs.
Prior to joining Wells Fargo, Phyllis was the Vice President of Planned Giving & Endowment for the Jewish Federation of Greater Atlanta for 8 years where she developed a comprehensive endowment program involving donors, professional advisors and community organizations. In total, Phyllis has over 28 years of professional fundraising experience and holds a BA from Florida Atlantic University and a Certificate in Financial Planning from the University of Georgia.
Phyllis is a Past President and Board member of the Georgia Planned Giving Council as well as a member of the National PPP (Partnership for Philanthropic Planning). She is an active volunteer for a variety of local organizations including a women's empowerment foundation, middle school PTSA and lacrosse youth sports.
...
Phyllis Silverstein website: https://www.wellsfargo.com/the-private-bank/solutions/specialized/philanthropic-services/
Phyllis Silverstein phone: 404-238-0444
Phyllis Silverstein email: Phyllis.Silverstein@wellsfargo.com


"Why You Should Include Planned Giving ...

gwinnettbusinessradio.businessradiox.com [cached]

"Why You Should Include Planned Giving in Your Estate Plan" with Phyllis Silverstein and Alicia Philipp on Wealth Matters Radio Show

...
Craig Frankel, Alicia Philipp, Phyllis Silverstein, Adam Gaslowitz
...
ABOUT PHYLLIS SILVERSTEIN: Phyllis Silverstein is a Philanthropic Specialist for Wells Fargo Philanthropic Services. Phyllis helps individuals and multi-generational families achieve their charitable objectives through the creation and management of private foundations, charitable trusts and other charitable planning strategies. She also advises nonprofit organizations in the areas of annual development, planned giving/endowment, governance and management. Phyllis is responsible for involving all aspects of the Wells Fargo Private Bank in the awareness and importance of philanthropy for our clients and our community. Phyllis strives to create value for clients by helping them understand and maximize the impact their philanthropy has on current and future needs.
Prior to joining Wells Fargo, Phyllis was the Vice President of Planned Giving & Endowment for the Jewish Federation of Greater Atlanta for 8 years where she developed a comprehensive endowment program involving donors, professional advisors and community organizations. In total, Phyllis has over 28 years of professional fundraising experience and holds a BA from Florida Atlantic University and a Certificate in Financial Planning from the University of Georgia.
Phyllis is a Past President and Board member of the Georgia Planned Giving Council as well as a member of the National PPP (Partnership for Philanthropic Planning). She is an active volunteer for a variety of local organizations including a women's empowerment foundation, middle school PTSA and lacrosse youth sports.
...
Phyllis Silverstein website: https://www.wellsfargo.com/the-private-bank/solutions/specialized/philanthropic-services/
Phyllis Silverstein phone: 404-238-0444
Phyllis Silverstein email: Phyllis.Silverstein@wellsfargo.com


Contact Us | Jewish Federation of Greater Atlanta

www.jewishatlanta.org [cached]

Vice President of Planned Giving & Endowment, Phyllis Silverstein


Contact Us | Jewish Federation of Greater Atlanta

www.shalomatlanta.com [cached]

Vice President of Planned Giving & Endowment, Phyllis Silverstein


Contact Us | Jewish Federation of Greater Atlanta

atlanta.ujcfedweb.org [cached]

Vice President of Planned Giving & Endowment, Phyllis Silverstein

Similar Profiles

Other People with this Name

Other people with the name Silverstein

Mike Silverstein
Direct Consulting Associates

Ken Silverstein
Florian Solutions I

Robert Silverstein
Miner & Silverstein , LLP

Duane Silverstein
Seacology

Kendall Silverstein
Flamboyan Foundation

Browse ZoomInfo's Business Contact Directory by City

Browse ZoomInfo's
Business People Directory

Browse ZoomInfo's
Advanced Company Directory