Phyllis Silverstein, CFP

Phyllis Silverstein 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 eight 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 B.A. from Florida Atlantic University. Phyllis is a Past President and Board member of the Georgia Planned Giving Council as well as a member of the National Partnership for Philanthropic Planning. She is an active volunteer for a variety of local organizations, including a women's empowerment foundation and lacrosse youth sports.