Bill McConnell,
CRPC®, AIF®
Managing Partner, FHFS
Investment Management Consultant, RJFS
Bill began his career in Financial Services in 2001 with Merrill Lynch where he became a Chartered Retirement Planning Counselor and met his business partner, David Burg. Bill and David both left Merrill Lynch in 2009 to form First Harbor Financial Services at Raymond James and have never looked back. Bill became an Investment Management Consultant and most recently an Executive Club* Member in 2017. Bill was an NFLPA Registered Financial Advisor from 2015-2018.
Bill is also an Accredited Investment Fiduciary® designee through Fi360. AIF® designees have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike.
Bill believes in a multipronged plan to create and preserve wealth. In addition to traditional products, we offer ETF’s, Covered Call Strategies, Structured Notes from Raymond James Alternative Investments, and guaranteeing lifetime income and the opportunity for growth using products from RJIG, the annuity and insurance department at Raymond James.
Bill also has a passion for boating and traveling. When Bill isn't researching investment ideas, he's likely to be researching the latest FSU football recruit. This passion for Florida State football leads him to make half-a-dozen trips to Tallahassee each fall to the Champions Club, where he doesn't just toast the Seminoles to victory, but enjoys time with family and friends.
Previous positions held:
- Senior Financial Advisor, CFM, CRPC at Merrill Lynch
- President of M&M Dining Corporation
- Worked 5 years for Kraft Foods
- Buyer for IDI
Education:
Graduated from Florida State with a BS in Finance
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
Investments mentioned may not be suitable for all investors.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
