Mr. Middleton served as Vice President, Senior Trust, and Fiduciary Specialist at Wells Fargo and served as a Trustee on the Christian R. and Mary F. Lindback Foundation. He previously served as an Assistant Vice President and Financial Officer with Wachovia (prior to Wells Fargo’s acquisition of Wachovia) since 1988. He also served as a Vice President and Philanthropic Consultant in Wells Fargo’s Private Bank.
His responsibilities included providing administrative and consultative services for non-profit institutions and philanthropic individuals. He assists clients in coordinating traditional estate planning strategies with contemporary philanthropic planning.
Mr. Middleton has served numerous Foundations and Charitable Trusts in the Philadelphia and Camden areas including the Henry Griffith Keasbey and Anna Griffith Keasbey Memorial Foundation, W.W. Smith Charitable Trust, and the Strauss Foundation.
Mr. Middleton earned a bachelor’s degree in business from Temple University.
We'd love to hear from you and discuss how we can help.