Gregory Daniel Merrill

Current Employers

Employment History

• 07/2014 → Present
  Ubs Financial Services, Inc.
  Stamford, CT

Other Businesses

Southeast Michigan Chapter of the Exit Planning Institute / 14701 Detroit Avenue, Suite 430 Lakewood,OH 44107 / Other/ Education / Chapter Purpose: The purpose of the EPI Southeast Michigan Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning. / Other / President of the Southeast Michigan Chapter of the Exit Planning Institute / As President of the Southeast Michigan Chapter of the Exit Planning Institute I will work with the rest of the chapter's leadership team in creating educational events for the Southeast Michigan area to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning. / Start Date 2/27/2019 /

Exams

• S66 Uniform Combined State Law Examination
  2014-08-25

Other Names

• Gregory D Merrill