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Member, Board of Advisors, Fox-Kaplan Wealth Management Group of Merrill Lynch, 2006 to present; Member, Trusted Advisor Panel, Thompson Financial Group, Charlotte, NC 2010 to present. Knights of Columbus, Third Degree, Council 10852, Charlotte, North Carolina.
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Premier, Inc. (the “Company”) hosted its 2017 Investor Day on. and product development activities specific to the operation of each segment. General and administrative corporate expenses that are.
As a Merrill Lynch Wealth Management client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm.