Stock Transfer Information for Gifts to MPC

 

The following is updated information that your Financial Advisor will need in order to transfer stock to the church’s account at Merrill Lynch:

 

Merrill Lynch
One North Pack Square, 2nd Floor
Asheville, NC 28802  

 

The account is listed as Montreat Presbyterian Church, Account #702-02200, and the DTC # is 8862.

 

Daniel Hewitt and his partner, Stephen Fusco are the Financial Advisors for the account (daniel_hewitt@ml.com) (stephenfusco@ml.com), and the contact information for their Client Associate, Tangie Smith is 828-258-4426 (tangie.smith@ml.com). Please advise Tangie, as well as the church treasurer at treasurer@montreatchurch.org about securities gifts before they are transferred.