Richard Marcolla
Rich Marcolla has been helping individuals, families, and business owners pursue their financial goals since 1991. With more than three decades of experience in the financial services industry, Rich brings the perspective that comes from guiding clients through multiple economic cycles, changing market environments, and periods of both opportunity and uncertainty. His experience helps clients remain focused on long-term strategies while navigating today's financial landscape.
As Senior Resident Director of the Quincy, Illinois office, Rich is committed to building meaningful relationships and helping clients make informed financial decisions with confidence. He believes successful wealth management begins with understanding each client's unique goals, values, and priorities.
Community involvement has always been an important part of Rich's life outside the office. He is passionate about volunteering, fundraising, and supporting organizations that strengthen the communities in which he lives and works. Over the years, he has served and supported numerous nonprofit and civic organizations, including the Quincy YMCA, Quincy Notre Dame Foundation, Transitions of Western Illinois, the Community Foundation of Quincy, The Rotary Club of Quincy, Catholic Charities, Encore! Volunteer Council of the Quincy Symphony, Vianney High School, and the Adams County Suicide Prevention Coalition. Rich and the team are also proud supporters of many local community events, charitable causes, and area races throughout the region.
When away from the office, Rich enjoys traveling with his wife, Lora, and spending time with their family. Their daughter Hannah is a graduate of the University of Missouri, and their daughter Sophia is a graduate of the University of Kentucky and the University of Missouri School of Law. Their Jack Russell Terrier, Bingo, occasionally joins the family adventures and remains a favorite companion.
My mission is simple: to help clients make informed financial decisions with confidence.
Since 1991, I have worked with individuals, families, and business owners to help them navigate important financial decisions and pursue their long-term goals. I believe every successful relationship begins with listening and taking the time to understand what matters most to each client.
With that understanding, I develop personalized strategies designed to align wealth with each client's goals, values, and priorities. Having guided clients through multiple market cycles over the years, I understand the importance of maintaining perspective, managing risk, and staying focused on a disciplined long-term plan.
Most importantly, I strive to build lasting relationships based on trust, communication, and a commitment to helping clients and their families pursue what matters most.
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.
