Stock Transfer Information for Gifts to MBA
Thank you for your intentions to make a gift of stock, and /or for your help
in facilitating a gift of securities to Montgomery Bell Academy. MBA's policy
is to liquidate a gift of securities as soon as the stock transfer occurs. MBA
has accounts established with the brokerage firms listed below. You may contact
any of them to expedite a gift of securities to MBA. If you have any questions,
please contact Kate Mosley at 615/369-5360 or email her at mosleyk@montgomerybell.com.
Avondale Partners, LLC
Mr. Jimmy Griscom
3102 West End Avenue, Suite 1100
Nashville, TN 37203
615/467-5638
615/467- 3480 (fax)
jgriscom@avondalepartnersllc.com
DTC# 226
Montgomery Bell Academy Charitable Account # A2V006025
Morgan Stanley
2525 West End Avenue, Suite 1220
Nashville, TN 37203
615/340-8068
615/340-8059 (fax)
DTC# 0015
Montgomery Bell Academy Account # 471-016022-020
Robert W. Baird and Company
Mr. Freddy McLaughlin
2525 West End Avenue, Suite 1000
Nashville, TN 37203
615/341-7030
615/341-7050 (fax)
fmclaughlin@rwbaird.com
DTC# 0547
Montgomery Bell Academy Account #6006-4-666
Smith Barney
Mr. Joe M. Roberts
3102 West End Avenue, Suite 200
Nashville, TN 37203
615/269-2447
615/269-2440 (fax)
joe.m.roberts@smithbarney.com
DTC# 0418
Montgomery Bell Academy Account # 59113980-13-500
UBS/Paine Webber
Mr. James C. Bradford,Jr /Ms. Kaye Weathers
3102 West End Avenue, Suite 150
Nashville, TN 37203
615/750-8309
615/750-8303 (fax)
k.weathers@ubs.com
DTC# 0221
Montgomery Bell Academy Acoount # VX00163
