EMAIL DETAILS
SUBJECT:
RE: Maisy's 529 plan
PRI: NORMAL
FROM:
E
edward.e.prewitt@wellsfargo.com
DATE:
2019-01-02 18:08:16
MSG_ID:
<31aa17d5e9014e939bf38ca4627d6790@wellsfargo.com>
RECIPIENTS:
TO:
D
dodgekatie13@gmail.com
CC:
R
rhbdc@icloud.com
CONTENT:
TEXT: YES |
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PROCESSED
Thanks.
I will need a verbal confirmation form Hunter to do this. He can call the office 479-521-2200. We cannot sell without verbal. The last verbal instructions I had from him the week before Christmas were for me not to liquidate. Thanks much. Edward
Edward E. Prewitt, CFP®
Managing Director – Investments
217 East Dickson Street | Suite 101 | Fayetteville, Arkansas 72701
Tel 479.521.2200 | Toll Free 800.521.5762 | Fax 479.521.0855
www.prewittwealth.com
-----Original Message-----
From: Katie Dodge <dodgekatie13@gmail.com>
Sent: Wednesday, January 02, 2019 11:43 AM
To: Prewitt, Edward <edward.e.prewitt@wellsfargo.com>
Cc: Robert Biden <rhbdc@icloud.com>
Subject: Maisy's 529 plan
Hello Edward,
Happy New Year.
I wanted you to know, that in an email from Hunter he asked that the 529 plan be closed and the check sent to the California address on his WF accounts. He asked me to let you know.
If you have any questions, please feel free to call me. Thank you.
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THREAD:
TOPIC:
Maisy's 529 plan
INDEX:
AQHUosKplRgHhoavK02gJG70QcJ48KWcRj+A
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