Meghan Donnelly Slocum

Current Employers

Employment History

• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mequon, WI
• 05/2014 → 06/2021
  Bmo Harris
  Milwaukee, WI
• 06/2021 → 09/2022
  Unemployed
  Mequon, WI
• 11/2022 → Present
  Bank Of America N.A.
  Mequon, WI

Other Businesses

Name of the other business COA Youth & Family CentersWhether the business is investment-related NoAddress of the other business: Milwaukee, WI 53212Nature of the other business Volunteer/Charitable OrgYour position Board MemberTitle, or relationship with the other business Board MemberStart date of your relationship2014Approximate number of hours/month you devote to the other business2.5Number of hours you devote/month to the other business during securities trading hours2.5Briefly describe your duties relating to the other business COA is a settlement house that serves youth and families in the most distresses areas of Milwaukee. COA also runs the longest serving camp in WI and hosts children from the inner city at a camp in the Northern WI. I serve on the Facilities and IT and HR Committee as well as the Board. I have been a board member since 2014Name of the other business SHARP LiteracyWhether the business is investment-relate dNoAddress of the other business: Glendale, Wisconsin, 53209Nature of the other business: Volunteer/Charitable OrgYour position: Board MemberTitle, or relationship with the other business: Board Vice Chair/Executive Committee MemberStart date of your relationship2016Approximate number of hours/month you devote to the other business4Number of hours you devote/month to the other business during securities trading hours4Briefly describe your duties relating to the other business SHARP focuses on underserved Milwaukee students K3-8 to help deliver curriculum which sparks curiosity and love of learning. creating opportunities to improve outcomes. Current vice chair. General board responsibilities and chair of the program committeeI*: 1479272Entity Type: Entity CharitableName of OBA: Heiliger Huegel Foundation for Outdoor EducationAddress: Hubertus, WIInvestment Related: NoPosition, Title, Association: Board Member,Director,OtherEmployee Start Date: 9/29/2023Number of Hours: 2 hrs mthlyNumber of Hours during trading: 0 Duties: Entity was created to provide outdoor education opportunities for youth and the disabled/disadvantaged.I*2078268, Entity Type: Fiduciary, Name of OBA: Credit Shelter Trust UW P JB D, Address: Towson, Maryland, 21204, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 06-Nov-2024, No Hours: 4 Yearly, No Hours during Trading: 4 Yearly, Duties:I*2079269, Entity Type: Fiduciary, Name of OBA: FAO M D Marital Trust, Address: Towson, Maryland, 21204, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 06-Nov-2024, No Hours: 4 Yearly, No Hours during Trading: 4 Yearly, Duties: I*3510289 Entity Type: N/A Name of OBA: State Marital Trust UA U/A DTD 09/16/2010 Address: mequon, Wisconsin, 53092 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 01/12/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Child/Grandchild

Exams

• S66 Uniform Combined State Law Examination
  2022-12-02
• S63 Uniform Securities Agent State Law Examination
  1999-03-30

Other Names

• Meghan Shriver Donnelly
• Meghan D Slocum