Stock Transfer Instructions

The easiest way to make a gift of stock is to use our online tool that walks you through the process and automatically alerts us to the gift. Or, you can give the information below to your broker. Don't forget to let us know the gift is coming, so we know who the gift is from when it arrives.

National Financial Services
Account number: 0QF-737666 (note: the first digit is a zero)
Depository Trust Corporation: (DTC): 0226
PLU Federal Tax ID: 91-0565571

Contact Information:
Summit Wealth Management
3010 Harborview Drive, Suite 301
Gig Harbor, WA 98335