Clarkston Capital Partners.

Friend OR Foe? Charitable Advisors AND Professional Advisors Can Be On The Same Team

Date: Monday, March 7, 2022
Time: 5:00pm - 7:30pm
Location: Gainey Ranch Golf Club, 7600 E. Gainey Club Drive, Scottsdale, AZ 85258
Speaker: Phyllis Silverstein

Phyllis Silverstein, CFP®

Phyllis Silverstein is a Senior Vice President and currently serves as the Senior Regional Fiduciary Manager of Philanthropic Services for the Southeast region. Within Philanthropic Services, Phyllis and her Team help individuals and multi-generational families achieve their charitable objectives through the creation and management of private foundations, charitable trusts and other charitable planning strategies. They also advise nonprofit organizations in the areas of annual development, planned giving and endowment, governance, management and strategic planning. Phyllis and her Team strive to create value for clients by helping them understand and maximize the impact their philanthropy has on current and future needs.

As part of the national Philanthropic Services leadership team, Phyllis is responsible for the growth of Philanthropic Services along with ensuring each client has an exceptional service experience. Phyllis is also responsible for creating awareness and sustaining effective internal partnerships for philanthropic services throughout Wells Fargo Private Bank.

Phyllis has over 33 years of professional fundraising and development experience. Prior to joining Wells Fargo, Phyllis spent 8 years as the Vice President of Planned Giving & Endowment for the Jewish Federation of Greater Atlanta where she developed a comprehensive endowment program involving donors, professional advisors and community organizations. Prior to moving to Atlanta, Phyllis held resource development positions at the Greater Miami Jewish Federation and the Jewish Federation of Broward County.

Phyllis graduated cum laude, with a Bachelor of Arts in Sociology from Florida Atlantic University. Phyllis obtained a Certificate in Financial Planning from the University of Georgia, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Phyllis has served as a subject matter expert for the CFP Board Exam Review and is a member of the Estate Planning Council of North Georgia. She has served as President and Board member of the Georgia Planned Giving Council. Phyllis currently serves on the National Hadassah Foundation Board and holds the position of Treasurer. Phyllis and her husband, Lee, live in Marietta, Georgia and have 7 children.


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Dinner Menu

 


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EVENT CONDUCT STATEMENT

The Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.


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