Making a Stock Transfer

Thank you for considering a gift of appreciated stock to the Cathedral! In order to properly credit the gift, please relay name and number of shares to be contributed to David Rocchio at drocchio@cathedralATL.org or 404-365-1033.

Stock Transfer Details:

Broker: Morgan Stanley Smith Barney
Name of Account: Cathedral of St. Philip
DTC #: 0015
Account #: 308-130762

Broker Contact:

Cathy L. Lamb
Senior Registered Associate
Petra Wealth Management Group at
Morgan Stanley Wealth Management
3280 Peachtree Road NE, Suite 1900 | Atlanta, GA 30305
Phone: 404-266-6315
Toll Free: 1-800-688-6002
Fax: 404-935-9807
Cathy.L.Lamb@morganstanley.com