Full Name
Debra Faulk
Job Title
Senior Philanthropic Trust Advisory Specialist, Executive Director
Organization
Wells Fargo Philanthropic Services
Speaker Bio
Debra Faulk is a senior philanthropic trust advisory specialist and executive director with Wells Fargo Bank within the Wealth & Investment Management division. She serves Florida and Georgia in the Southeast division and works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. Debra also works extensively with nonprofit organizations where she advises in the areas of gift planning, endowment management, board governance, and other management issues.
Debra joined Wells Fargo Bank in 2011 as a community affairs officer, focusing on the company’s strategic philanthropy, civic engagement, and volunteerism in Florida. In 2016, she was recruited to her current role as a philanthropic advisor, first in Florida and then Georgia, Alabama, and Louisiana. Working in the social sector for more than 25 years, Debra’s professional experience includes CEO of a nonprofit public charity, public relations consultant, small business owner, and retail executive.
Debra earned a Bachelor of Science in Public Relations and Master of Mass Communication from University of Florida; Master of Public Administration and Graduate Certificate in Nonprofit Management from University of South Florida; and Graduate Certificate in Charitable Financial Planning from Texas Tech University. She holds the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services and has completed the BoardSource Certified Governance Trainer program, Institute for Educational Leadership Education Policy Fellowship program, and Leadership Florida Education Program. Debra serves on the Jewish Federation & Foundation of Northeast Florida Foundation Advisory Committee. She has walked more than 800 miles in events throughout the United States to raise funds for breast cancer treatment and research.
Debra joined Wells Fargo Bank in 2011 as a community affairs officer, focusing on the company’s strategic philanthropy, civic engagement, and volunteerism in Florida. In 2016, she was recruited to her current role as a philanthropic advisor, first in Florida and then Georgia, Alabama, and Louisiana. Working in the social sector for more than 25 years, Debra’s professional experience includes CEO of a nonprofit public charity, public relations consultant, small business owner, and retail executive.
Debra earned a Bachelor of Science in Public Relations and Master of Mass Communication from University of Florida; Master of Public Administration and Graduate Certificate in Nonprofit Management from University of South Florida; and Graduate Certificate in Charitable Financial Planning from Texas Tech University. She holds the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services and has completed the BoardSource Certified Governance Trainer program, Institute for Educational Leadership Education Policy Fellowship program, and Leadership Florida Education Program. Debra serves on the Jewish Federation & Foundation of Northeast Florida Foundation Advisory Committee. She has walked more than 800 miles in events throughout the United States to raise funds for breast cancer treatment and research.
Speaking At
