Debra Romano is a senior philanthropic trust advisory specialist and executive director with Wells Fargo Bank within the Wealth & Investment Management division. She serves South Carolina and Western North Carolina in the Southeast division, as well as Mississippi in the Central division. Wells Fargo Bank’s Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.
Ms. Romano 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. Debbie collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.
Prior to joining Wells Fargo Bank, Ms. Romano was the Director of Business Development for an independent wealth management firm in Asheville, NC for 3 years, where she specialized in client procurement, client retention, and marketing. She also spent over 16 years working directly in the nonprofit sector. She has been in the financial services industry for more than 15 years.
Ms. Romano earned a Bachelor of Science in Organizational Communications from The University of Texas at Austin. She earned her Chartered Advisor in Philanthropy (CAP®) designation from The American College of Financial Services in 2018 and has completed 21/64 Certified Advisor training.
Ms. Romano has served on several nonprofit boards throughout NC and SC. She currently serves the South Carolina Planned Giving Council and Charleston Promise Neighborhood.