MFCT & Associates

Merrill Lynch Wealth Management
336 South 36th Street
Quincy, IL 62301
(217) 592-3950
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MFCT & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
MFCT & Associates
Merrill Lynch Wealth Management
Welcome

We take the time to get to know you as an individual, as well as an investor and client—and we value the relationship developed with you. We will collaborate with you to help you identify and understand your primary financial goals, and then agree upon an investment and planning approach designed to help you pursue each of your most meaningful goals. Your Merrill advisor is your financial ally, not just for you, but for each succeeding generation.

Recognition
Richard Marcolla
Senior Vice President, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
About Us
Welcome

We take the time to get to know you as an individual, as well as an investor and client—and we value the relationship developed with you. We will collaborate with you to help you identify and understand your primary financial goals, and then agree upon an investment and planning approach designed to help you pursue each of your most meaningful goals. Your Merrill advisor is your financial ally, not just for you, but for each succeeding generation.

Meet Our Team
Richard Marcolla,

CFP®,CPWA®,CRPC™

Senior Vice President, Senior Resident Director - Wealth Management Advisor
217.592.3941
Lyndell R Fross
Senior Consultant
217.592.3948
Thomas Cutrone,

CRPC™

First Vice President, Senior Financial Advisor
217.592.3944
Andrew A Tappe,

CFP®

Senior Vice President, Wealth Management Advisor
217.592.3950
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
Amanda Baert
Wealth Management Banking Specialist
Stephanie J Powell
Senior Wealth Management Lending Officer
NMLS #558876
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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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.