Andrew Tappe
,

Senior Vice President, Wealth Management Advisor
NMLS #891576

336 South 36th Street
Quincy, IL 62301
217.592.3950
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Understanding your life priorities is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals and your aspirations.
Profile

Andy has worked in the financial services industry since 2004. Prior to joining Merrill Lynch Wealth Management in 2013, Andy worked as a commercial loan officer, branch manager, and financial advisor at JPMorgan Chase in Chicago. He is a graduate of Quincy Notre Dame and Quincy University. Andy remains active in the community by serving on the Quincy Area Salvation Army board, as the president of the Quincy University Mart Heinen Club, as a member of the Quincy University Hall of Fame Committee, as a director for the Quincy Notre Dame Fund Drive, as a mentor on the CFP® Board, he is on the investment committee for the Quincy Society of Fine Arts, as a volunteer at Horizons Soup Kitchen and Food Pantry, and as a member of Gem City Breakfast Kiwanis. Andy enjoys golf, baseball, and spending time with his wife Michaela and their three dogs. 

Andy focuses on wealth planning and works closely with clients to build a customized strategy based upon their financial goals. He draws from his banking, lending, and planning experience to help clients manage both sides of their balance sheet. He works closely with clients to put a plan in place that is regularly updated and reviewed. He aims to develop lasting relationship through consistent communication and outstanding customer service. 

Andy follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in the community.

*Banking and Lending Services are through Bank of America, N.A. 


Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Me
Welcome

As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.

Meet Our Professional Staff
Lyndell R Fross
Senior Consultant
217.592.3948
Caylin C Haxel
Wealth Management Client Associate - Resident Director Assistant
217.592.3945
JAMIE M. FOWLER
Wealth Management Client Associate
217.592.3955
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Stephanie J Powell
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #558876
Amanda Baert
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Andrew A Tappe is registered to do business in AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.