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Securities (Stock Gifts)

Securities (Stock Gifts)
A gift of appreciated stock may provide you with special tax advantages. If you would like to arrange a stock gift, please contact Ginny Bauer in the Advancement Office.
Badin TD Ameritrade Account #: 922024997
DTC#: 0188
TD Ameritrade
Advisor Client
9258 Wealth Managememt
Rep/Contact Information
Contact: Bill Groth or Cathy Waters
223 Ross Ave
Hamilton, OH 45013
Bill Groth: Phone: 513-863-4015
Cathy Waters: Phone 513-785-2220
Fax: 513-785-2221

If you have questions regarding stock transfer gifts, please contact:
Ginny Bauer ( | 513.863.3993 x165
Brian Pendergest ( | 513.863.3993 x115

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