Stock Transfer Brokers

In order to ensure you get the proper credit—both for your account and your tax deduction—please notify the Jewish Federation of Greater Atlanta by using our web form, our stock hotline at 404-870-1611, or email us at stocktransfer@jfga.org. Please include your name, number of shares of each kind of stock, and to where you would like the stock payment applied.

Charles Schwab
Sammy Grant
Kristen (Assistant)
Phone Number: 404-459-0025

Merril Lynch
Tom Harvard
Phone Number: 404-495-7913

Merrill Lynch
Lisa Rinzler-Lubel, CPM
Phone Number: 678-746-5763

Morgan Stanley
Michael Merlin, CFP
Amber Blanchard (Assistant)
Phone Number: 404-842-2301 or 404-842-2305

Morgan Stanley
Don Edwards
Phone Number: 404-365-3636

Morgan Stanley
Stan Firestone
Melissa Lovell (Assistant)
Phone Number: 404-459-3833

Morgan Stanley
Cory Marcus
Phone Number: 404-266-6406

Morgan Stanley
Doug Ross
Melissa Lovell (Assistant)
Phone Number: 404-705-6500

UBS Financial Services Inc
Mark Spiegel
Tina Marie (Assistant)
Phone Number: 678-441-1000

UBS Financial Services Inc
Jonathan Seiden
Phone Number: 678-441-1045

UBS Financial Services Inc
Adele Gabbay
Phone Number: 404-760-3000

UBS Financial Services Inc
Marvin Epstein
Phone Number: 404-760-3000

Wells Fargo Advisors, LLC
Bryan Lewis
Phone Number: 404-851-1801