January 17, 2019 – Friend or Foe: How Professional Advisors and Development Officers can become BFFs

January 17, 2019 @ 11:30 am – 1:00 pm
The Harbert Center
2019 4th Ave N
AL 35203
Members: Free, Guests: $10
Lindsey Tessin

Why do professional advisors and development professionals act like they are on different teams? Don’t we all want to help our clients/donors fulfill their legacy wishes? When advisors and fundraisers share the same language and we focus on what’s best for the client, we CAN and will make a bigger difference for our community. Learn how to have conversations that foster the professional partnerships required to help our clients/donors make the impact they are seeking. Can’t we all just get along?


Phyllis Silverstein, CFP, CAP

Senior Regional Fiduciary Manager Southeast-Philanthropic Services

Private Banking

Wells Fargo

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.

A graduate of Florida Atlantic University, 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 Board of 3Star as well as a Board member of the National Hadassah Foundation and holds the position of Treasurer.

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