Reginald J. Middleton

Advisory & Board Member

Biography

Reginald J. Middleton is a consultant with A+A Communications Group, a communications firm which provides marketing, communications and development services to for-profit and nonprofit organizations.  Prior to joining A+A, Reggie provided fiduciary, sales, investment management and client oversight for a complex book of philanthropic relationships in Wells Fargo’s Philanthropic Services Group. As a Senior Philanthropic Advisor, his fiduciary responsibilities included the prevention, supervision and resolution of risk management and compliance issues.  His sales responsibilities included developing endowment, donor-advised fund, private foundation and planned giving business for the Private Bank.  In addition, Reggie provided charitable planning for individuals and a variety of advisory services to endowment and private foundation clients.  His duties also included representing Wells Fargo as Trustee on many grantmaking foundations. In Reggie’s thirty-three years at Wells Fargo and its predecessors, he managed custody accounts, IRA’s, cemetery trusts, personal trusts and charitable trusts.

Reggie was consistently a top tier sales producer for Wells Fargo’s Philanthropic Group and the Private Bank winning numerous awards for sales production during his tenure. In 2017, Lankenau Medical Center (Wynnewood, PA) awarded Reggie an Honorary Doctorate of Philanthropy and, upon his retirement from Wells Fargo, the Christian R. and Mary F. Lindback Foundation (Philadelphia, PA) named Reggie a Trustee Emeritus for his leadership and contributions to the foundation.  Currently, Reggie is a member of the Board of Directors of the Rowan University Foundation where he serves as the Vice President of the Development Committee. He is also a member of the Development Committee for the Cradle of Liberty Council of the Boy Scouts of America. Reggie holds a BA in Business Administration from Temple University. He is a Certified Trust and Fiduciary Advisor and a graduate of the American Bankers Association’s Graduate School and Trust at Northwestern University.

Chronology

2017-Present
Consultant, A+A Communications Group
2000-2017
Vice President and Senior Philanthropic Advisor, Wells Fargo
1984-2000
Assistant Vice President and Financial Officer, Wells Fargo

Skills

Securities and Capital Markets90%
Banking and Investments100%
Estate Planning95%
Portfolio Management95%

Contact Info

Phone : (1)- 877-909-6456

Email : info@dronepayo.com