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QUINCY, IL

Merrill Lynch Wealth Management Branch Office
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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

  • About Us
  • Culture
  • Community
  • Client Commitment

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.

Community 

Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

 

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.

MFCT & Associates

217.592.3940 Website

Andrew A Tappe,

CFP

Assistant Vice President

Wealth Management Advisor

217.592.3950 Website

Lyndell R Fross

First Vice President

Senior Financial Advisor

217.592.3948 Website

Thomas Cutrone,

CRPC

Vice President

Senior Financial Advisor

217.592.3944 Website

Michael E Brennan

First Vice President

Senior Financial Advisor

217.592.3940 Website

Richard Marcolla,

CFP,

CPWA,

CRPC

Senior Vice President

Senior Resident Director - Wealth Management Advisor

217.592.3941 Website

Office Team

Angie Woods| Client Associate

Angie Woods is a Client Associate at Merrill Lynch Wealth Management in Quincy, IL.  She has been with the firm over 10 years and in the industry for 20 years. Angie and her husband, Shawn, have two children, Nolan & Ashlyn. They enjoy traveling to the beach, visiting with family and cheering for the Chicago Cubs. Angie enjoys supporting the community doing various 5K walks.

Angie enjoys working with our clients and getting to know them and their families. Angie is an enthusiastic and friendly person, who helps ensure our clients receive the best customer service and satisfaction. 

Email Me 217.592.3951

Caylin Haxel | Client Associate

Caylin Haxel is a Wealth Management Client Associate for Merrill in Quincy, Illinois. She is our newest addition to the firm! 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.

Email Me 217.592.3945

Megan M. Booth | Financial Advisor Trainee

Megan McCleery Booth has been in the finance and banking industry for almost 10 years. First as a Vice President of Retail at Mercantile Bank where she managed multiple locations and most recently as a Client Service Associate for the ultra-high net worth clients at United Bank of Switzerland in Birmingham, Alabama. During COVID-19, she has had the opportunity to support the Cares Act in the Paycheck Protection Program Taskforce on behalf of Bank of America.

Megan moved back to Quincy when her husband Eric bought a local company, Outdoor Power, Inc. Megan holds a degree in Marketing and Communication from Saint Louis University. Megan and Eric have a three-year-old son named Michael and a big mastiff named Duke. Megan enjoys social events, doing home projects, spending time with family, and working out at the local YMCA in her free time. 

Email Me 217.592.3943

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.

Request Appointment

Events

Attend one of our upcoming events

"The Emancipation of Evan Walls"

Nov 12th, 2020 | - 

Discussion on Education in America.

Discussion on Education in America.

RSVP OnlineCall to reserve

Articles

DISPLAYING:

Merrill CIO Audiocast Series

10 Tax Tips That Could Save You Money Now

Outlook 2021: A World in Transition

Outlook 2021: How to Prepare for the Year Ahead

Your 2021 Financial Checklist: 5 Questions to Ask Your Advisor

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

Due to COVID-19 and its impact on the current environment, the United States Postal Service is unable to deliver mail to certain foreign countries1. As a result, Merrill will be delaying mailings to impacted clients. Click here for additional details.

1 As of July 27, 2020, the United States Postal Service is unable to deliver mail to the following twenty-three (23) countries: Bermuda, Bolivia, Botswana, Brunei, Cayman Islands, Costa Rica, Cuba, Dominican Republic, Ecuador, Fiji, French Polynesia, Guatemala, Haiti, Honduras, Iraq, Libya, Mauritius, Nepal, Panama, Papua New Guinea, South Africa, Venezuela and Yemen.

SEC Share Class Selection Disclosure Initiative


Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC , and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment, insurance and annuity products:

  • Are Not FDIC Insured
  • Are Not Bank Guaranteed
  • May Lose Value
  • Are Not Deposits
  • Are Not Insured by Any Governmental Agency
  • Are Not a Condition to Any Banking Service or Activity

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3060567-EXP-2021-6-23

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