Meredith Connors

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

• 11/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Evansville, IN
• 06/2022 → Present
  Bank Of America, N.A.
  Evansville, IN

Other Businesses

I*2935266, Entity Type: Entity For Profit, Name of OBA: Starfish Cove LLC, Address: Evansville, Indiana, 47714, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 09/23/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Maintaining Vacation Property, LLC Owns Vacation Property I*3866265 Entity Type: Entity For Profit Name of OBA: Windvane Bakery LLC Address: Evansville, Indiana, 47714 Investment Related: No Position, Title, Association: Owner Employee Start Date: 03/02/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0, Monthly Duties: At home bakery Baking items for resale

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-28
• S63 Uniform Securities Agent State Law Examination
  2013-06-27

Other Names

• Meredith Connors
• Meredith Ann Schrefer