Betty Pettine serves as Vice President and philanthropic specialist for Wells Fargo Philanthropic Services. Wells Fargo Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.
Betty helps individuals and families to define and achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multigenerational planning, estate planning, 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. Betty collaborates with her clients and their other advisors to leverage their resources to maximize the impact of their philanthropic activities.
Prior to joining Wells Fargo, Betty headed up Vanguard’s Ultra High Net Worth (UHNW) Wealth Management area with responsibilities for Vanguard’s largest UHNW and non-profit relationships. While the majority of Betty’s 30+-year financial services career has been working directly with UHNW and nonprofit clients, she offers a diverse background in other specialized financial areas such as Transfer Agency operations, Insurance, Commercial Lending, Retail Branch-Banking and Community Relations.
Betty holds a Master’s in Business Administration (MBA) from St. Joseph’s University, and a B.S. in Business Administration from Millersville University. Betty serves on several national and local non-profit boards, and she and her family are actively involved in volunteer and community work throughout Pennsylvania and nationwide.