John Mcconnell

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Rogers, AR 72758

Credentials

Series 66

Industry experience

18 years

About

John McConnell is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a key member of the Boskus Group in Rogers, Arkansas. He specializes in portfolio construction and structured products, focusing on cultivating strong client relationships and delivering personalized wealth management strategies tailored to individual goals. John’s approach emphasizes a comprehensive understanding of each client’s financial picture to create flexible strategies adaptable to changing market conditions.

He holds a Bachelor of Science degree in Business from the University of Arkansas and a Master of Business Administration from the University of Arkansas Little Rock. John is also a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Prior to his advisory career, he was team captain of the Razorback tennis team during his final two years of college and played tennis professionally for several years.

John actively participates in community service, reflecting the Merrill tradition of engagement. Outside of work, he enjoys golf, tennis, and spending time with his family.

Expertise

Wealth management Active portfolio management

Work history

Bank Of America, N.A.

2009 - Present (17 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Chris P

CFP®

Bentonville, AR

Pape Financial

Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Established Professionals Gen X (Born 1965-1980)

Richard B

Series 66

Bentonville, AR

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement income strategy

Stephanie H

Series 66

Rogers, AR

Edward Jones

Divorce financial planning Retirement income strategy Wealth management

Christian H

Series 66

Bentonville, AR

Edward Jones

Retirement income strategy ESG / Sustainable investing Inheritance planning

Allison H

ChFC®, Series 66

Rogers, AR

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Tafta R

Series 66

Fayetteville, AR

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Wealth management
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