William C Mcconnell

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Merrill Lynch
  Boston, MA
• 05/2011 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*963264For profit or not for profit: Entity CharitableName of outside business organization: Massachusetts Horticultural SocietyInvestment related: NAddress of business: Wellesley, Massachusetts, 02482Nature of business: ["Charitable Organization"]Position, title, association: ["Board Member"], Start date of relationship: 11/1/2022Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 1Duties: , Serve of the Board of Trustees for a local conservation organizationI*2909282Entity Type: N/AName of OBA: 1990 MCCONNELL FAMILY TRUSTAddress:MANCHESTER MassachusettsInvestment Related:NoPosition, Title, Association:Co-TrusteeStart Date:09/24/2025No Hours: 1 MonthlyNo Hours during trading:0 MonthlyDuties:Co-Trustee for Child/Grandchild, NephewI*2909283Entity Type: N/AName of OBA: Myopia Hunt ClubAddress:Hamilton MassachusettsInvestment Related:NoPosition, Title, Association:Board MemberStart Date:01/01/2026No Hours: 4 MonthlyNo Hours during trading:0 MonthlyDuties:country club with activities including golf, tennis, and equestrian sports.governs the club. responsibilities include setting policies and electing new members, this role does not involve access to any banking or investment accounts. I*3049266 Entity Type: N/A Name of OBA: MCCONNELL FAMILY TRUST OF 2018, J.D.M. TTEE Address:Manchester Massachusetts Investment Related:No Position, Title, Association:Co-Trustee Start Date:10/21/2025 No Hours: 2 Yearly No Hours during trading:0 Yearly Duties:Co-Trustee for Child/Grandchild I*3049267 Entity Type: N/A Name of OBA: MCCONNELL FAMILY TRUST OF 2018, W.C.M. III TTEE Address:Manchester Massachusetts Investment Related:No Position, Title, Association:Co-Trustee Start Date:10/21/2025 No Hours: 2 Yearly No Hours during trading:0 Yearly Duties:Co-Trustee for Child/Grandchild

Exams

• S66 Uniform Combined State Law Examination
  2008-12-23
• S63 Uniform Securities Agent State Law Examination
  2000-03-20

Other Names

• Chip Mcconnell
• William Charles Mcconnell