Richard Marcolla
Rich Marcolla, CFP® has been helping individuals, families, and business owners pursue their financial goals since 1991. As Senior Resident Director of Merrill's Quincy, Illinois office, Rich combines more than three decades of experience with a client-first approach focused on understanding each client's unique goals, values, and priorities.
Rich believes successful wealth management is built on trusted relationships, thoughtful planning, and disciplined investment guidance. Having helped clients navigate multiple market cycles and changing economic environments, he provides perspective designed to help clients make informed decisions and stay focused on their long-term objectives.
A strong advocate for community involvement, Rich has dedicated significant time to supporting local nonprofit and civic organizations, including Transitions of Western Illinois, the Community Foundation of Quincy, the Quincy Notre Dame Foundation, the Quincy YMCA, Rotary Club of Quincy, and numerous charitable causes throughout the region.
Outside the office, Rich enjoys traveling with his wife, Lora, spending time with their daughters, Hannah and Sophia, and making memories with their Jack Russell Terrier, Bingo.
Welcome! My mission is simple: to help clients make confident financial decisions and stay focused on what matters most.
Since 1991, I've had the privilege of helping individuals, families, and business owners navigate life's financial opportunities and challenges. I believe every successful relationship starts with listening, understanding your goals, and building a personalized plan to help you pursue them. My goal is to provide experienced guidance, clear communication, and a steady perspective through every market environment.
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.
