Viewing Article: "Education Funds for Brian Gottfried's Children"

The passing of our close friend and colleague, Brian Gottfried, was a shock to everyone who knew him.  In mourning his passing, many of you expressed an interest in helping the family in some meaningful way.  To that end,  SBA has worked closely with Wells Fargo Advisors to establish 529 college education funds for each of Brian’s children.   The funds were established through the Bright Start College Savings Program which will allow Brian’s wife, Lisa, to take advantage of the low cost investment options managed by Wells Fargo and invested in a range of Oppenheimer Funds.  Directions on how you may contribute are attached.   Please note that you may contribute with one check which will be divided amongst the three children with Jacob, the oldest, receiving the slightly larger portion or you may write 3 separate checks –one for each child. 

 

Once your donation is received by Wells Fargo, a notice will be sent to me in order that I might inform Lisa of your generous contribution.  You may, however, remain anonymous. 

 

If you wish to contribute please make your checks payable to the “Wells Fargo Advisors” and write the child(ren)’s name(s) and account numbers in the memo section of the check(s).  The check(s) and the instructions for deposit should be mailed directly to:

 

Wells Fargo Advisors

Attn: Timothy Prescott/Edward Aiello

3399 PGA Blvd. Ste #400

Palm Beach Gardens, FL   33410

 

If you have any questions, please contact:

Timothy Prescott

Vice President – Investments

or

Edward Aielio

Vice President - Investments  

 

They can both be reached at 561-691-5151 (direct) or 888-246-7564 (toll free)

 

Please feel free to pass along this email to anyone outside of the SBA Family.

 

On behalf of Lisa and the children, we would like to thank you for your support, thoughts and prayers during this difficult time.