Austin Trinity

An independent K-8 Episcopal day school five miles from the heart of Austin

Stock Transfer Instructions

Thank you for your gift! To insure that you receive proper credit and prompt acknowledgement of your gift, please contact Trinity to give the specifics of your stock transfer.  To apprise Trinity of a stock transfer, please call – or have your broker or advisor call – Kristi Katz at (512) 904-2903, or fax the information to (512) 472-2337.  

To transfer stock to Trinity, you or your broker may contact:

Mike Taylor, CFP, First Vice President  - Investments
Morgan Stanley
301 Congress Ave., Suite 1400
Austin, Texas  78701
Phone:  (512) 469-3420 or
(800) 359-8250
Fax:  (512) 628-6714  

Mike's portfolio associate is Pam Lafferty, who can be reached at (512) 469-3432. Mike can also be reached on his cell @ 512-924-5161 should an urgent matter arise.  

Trinity's account is styled as follows:
Morgan Stanley # 042-042949
Austin Trinity School, Inc.
3901 Bee Cave Road
Austin, Texas  78746

Shares clear through Morgan Stanley Smith Barney LLC, DTC 0015.

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