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 wag@9258wealth.com or Cathy Waters cathy9258wealth.com
223 Ross Ave
Hamilton, OH 45013
Bill Groth: Phone: 513-863-4015
Cathy Waters: Phone 513-785-2220
Fax: 513-785-2221