Richard Marcolla
,
Senior Vice President, Senior Resident Director - Wealth Management Advisor
NMLS #559410
336 South 36th Street
Quincy, IL 62301
217.592.3941
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Rich Marcolla has been a financial advisor since 1991. Being a part of the industry for 33 years gives Rich the confidence of knowing he has seen many economic cycles and also navigated through some bumpy markets.

Community involvement is an integral part of Rich’s life away from the office. He is enthusiastically involved with volunteering and raising funds for non-profit organizations. Some of the organizations he has worked with include, The Quincy IL YMCA, The Quincy Notre Dame Foundation, Transitions of Western Illinois, Community Foundation of Quincy, IL, The Rotary Club of Quincy, Quincy Catholic Charities, Encore! The Volunteer Council of the Quincy Symphony, Vianney High School and The Adams County Suicide Prevention Coalition.  

When Rich is away from the office, he enjoys travel with his wife Lora and their two daughters, Hannah a graduate of Mizzou and Sophie a graduate of The University of Kentucky and law student at Mizzou. Their Jack Russell, Bingo occasionally gets to tag along.


 
Videos
Sharing a special message about an event
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

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Caylin C Haxel
Wealth Management Client Associate - Resident Director Assistant
217.592.3945
Lyndell R Fross
Senior Consultant
217.592.3948
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.
Amanda Baert
Wealth Management Banking Specialist
Merrill
Stephanie J Powell
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #558876
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Wednesday, August 7th 2024| 6:00 PM
"A Washington Policy Update"

Please join me on Wednesday, August 7th at 6 PM for "A Washington Policy Update" and how what going on in DC could affect you in the future. Please call 217-592-3940 to reserve your spot.

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Richard Marcolla is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.