Gift of Stock

  • Stock gifts will be handled on an ad-hoc basis, but the stock must be transferred into our Oak Harbor Wealth Partners account by noon on Dec. 31, or the preceding weekday if the holiday falls on a weekend as the market will close at 4pm.
  • Stock gifts go to:
    Raymond James - account ending 0046 and DTC# 0725
    Brokers can call Sterling Stilley at 919-981-9228
  • Questions:  Call Martha Aldridge at 919-932-8003