Paul L. Bechly, Financial Advisor, Morgan Stanley
Brian Davis, Financial Advisor, Morgan Stanley
Garrett Hadley, Financial Advisor, Morgan Stanley
Charles Mitchell, Financial Advisor, Morgan Stanley
Robert Pennartz, The Financial House
The Hart Group/Jennifer Wick, Merrill Lynch
• Continue to manage and earn fees on assets your clients donate to the DCF.
• Maintain strong client relationships.
• Add philanthropic advice to your offering.
• Get help facilitating donations of non-cash assets, bequests and other complex gifts.
• Ensure your clients’ charitable giving aligns with their other financial goals.
• Immediate tax advantages.
• Highly personalized service from people who are passionate about Delaware.
• Access to expertise and relationships to maximize the impact of their charitable giving in Delaware and around the world.
• A place in our community of givers, including opportunities to learn about community needs and how to help improve the lives of others.
• Continue to benefit from your trusted advice.