Stock Transfers

Thank you for your interest in making 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 established accounts with several brokerage firms. You may contact any of them to expedite a gift of securities to MBA. If you have any questions, please contact Jody Johnson at (615) 369-5366 or email him at Jody.Johnson@montgomerybell.edu. 
 

Morgan Stanley 
Mr. Bill Bradford
30 Burton Hills, Suite 200
Nashville, TN 37215
615-665-4717
615-665-4716 (fax)
DTC# 0015
Montgomery Bell Academy Account # 471-105648

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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 #6006-4666

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