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ML 2022

QUINCY, IL

Merrill Lynch Wealth Management Branch Office

Welcome to the Quincy, Il branch of Merrill. Our financial advisors work within a customized, goal-based system that begins with the belief that each client is unique, and that our wealth management strategies need to reflect each client's individual objectives, no matter how large or small.

Learn more about an advisor's background onFINRA's BrokerCheck

Branch Office Profile

The Merrill Lynch Wealth Management Quincy IL office offers you the experience that comes from being exposed over many years to virtually every financial situation a client may face. We use that knowledge to provide individualized attention, customized advice and guidance, and access to Merrill's vast resources. Our advisors and staff support our community outside of work as volunteers and sponsors of local charities including the arts, children's and health-oriented non-profits. We are proud to live in such a great community and love "The Gem City"!

Culture

Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create potential financial solutions designed to help meet their long-term
objectives.

Good citizenship is an integral part of how our Branch interacts with our clients and communities. We are dedicated to volunteering, participating and sponsorship for organizations such as The YMCA, The YWCA, Transitions, Horizons, Quincy Notre Dame, The Salvation Army and The Quincy Humane Society.

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Advisors at This Location

Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Andrew A Tappe,

CFP

First Vice President

Wealth Management Advisor

Lyndell R Fross

First Vice President

Senior Financial Advisor

Thomas Cutrone,

CRPC

First Vice President

Senior Financial Advisor

Richard Marcolla,

CFP,

CPWA,

CRPC

Senior Vice President

Senior Resident Director - Wealth Management Advisor

Office Team

Caylin Haxel | Wealth Management Client Associate - Resident Director Assistant

Caylin Haxel is a Wealth Management Client Associate for Merrill in Quincy, Illinois. She holds a Marketing and Professional Sales degree from Illinois State University. Caylin and her husband, Blaise, and their daughter, Stella, live in Quincy. In her free time, Caylin enjoys golfing and cheering for the Chicago Bears.

Audrey Roman| Wealth Management Client Associate

Audrey Roman is a Wealth Management Client Associate for Merrill in Quincy, IL. She has an Associate of Arts degree from John Wood Community College. Audrey spends most of her time with her family and their husky Koda Lou, and visiting her friends out of state.

Jamie Fowler| Wealth Management Client Associate

Jamie is a Wealth Management Client Associate for Merrill in Quincy, Illinois. She holds a an associates degree in Accounting from Hickey School of Business.  In her free time she likes to travel and spend time with friends and family.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Careers

The branch is always seeking advisors and teams who are motivated to understand more about the investment insights of Merrill and access to the banking convenience of Bank of America. Combine our brand awareness with our entrepreneurial business style…our innovative financial services with an openness to try new ideas…our breadth of potential solutions along with the specialists to support them…and see for yourself how we can help your business thrive with a program designed to help you enrich clients’ financial lives.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Learn more about careers at Merrill Lynch Wealth Management