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As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.
We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.
Please feel free to contact us directly for information or assistance on a confidential basis.
Legal Name: Reformed Theological Seminary
Broker Contact: Merrill Lynch
DTC Securities
DTC#: 8862
FAO: Reformed Theological Seminary
Account#535-04033
Merrill Lynch
1022 Highland Colony Parkway
Suite 100
Ridgeland, MS 39157
601-607-7500