Nikki Packer

Speaking in at for the track.

Nikki Packer is a senior philanthropic trust advisory specialist and senior vice president with Wells Fargo Bank within the Wealth & Investment Management division. She serves Florida in the Southeast division. Wells Fargo Bank’s Trust Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.
Ms. Packer 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. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Nikki collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.

A career Philanthropic professional with over 25 years of experience in the South Florida nonprofit arena, Nikki previously worked at the Jewish Federation of Broward County where, as their Chief Development Officer, she spent close to 18 years growing the Endowment and enhancing financial resource development to over $140 million. Nikki joined Wells Fargo Bank in 2019 and brings a wealth of experience in stewarding high-net-worth philanthropists, multi-generational families and their trusted advisors towards making a positive impact in their communities. Nikki is a Board Member of the Broward County Planned Giving Council, Philanthropy Miami, and is involved with a large number of community organizations.
Ms. Packer received her Bachelor of Social Work from Indiana University. She also earned the Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services in 2020. Nikki lives in Weston, FL with her husband, Michael and their 3 children.

 

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