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QUINCY, IL
Merrill Lynch Wealth Management Branch Office336 SOUTH 36TH STREET
QUINCY, IL 62301- Hours of Operation: Mon - Fri: 8:00 AM - 4:30 PMSee More Hours
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Welcome to the QUINCY, IL Branch. Our financial advisors work within a customized, goals-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.
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 having 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 financial strategies designed to meet their long-term objectives.
Community
Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places 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 Lynch Wealth Management client, you have access to the knowledge and experience of industry skilled financial 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 financial 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.
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Richard Marcolla,
CPWA,
CRPC
Senior Vice President
Senior Resident Director - Wealth Management Advisor
Tyler J Ormond
Financial Advisor
Office Team
Deana Smith| Client Associate
Deana Smith is a Client Associate, handling administration and client relations for Merrill Lynch Wealth Management in Quincy, IL. She has been with Merrill for 12 years. Deana attended Southern Illinois University – Carbondale. Deana and her husband, Mike, have 4 grown children. Deana has been an active volunteer with the Quincy Humane Society for many years, working on various committees and assisting in the vaccination clinic and dog park notifications. She is also a board member for the Quincy Humane Society Endowment Fund and is secretary for her homeowner’s association. When Mike and Deana are able to get away, they enjoy attending concerts and going to antique shows.
She enjoys her position at Merrill. She values the interactions with clients very much, and is always willing to assist them.
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 (14) & Ashlyn (11). 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.
Emily McCleery | Client Associate
Emily McCleery, is a Client Associate for Merrill in Quincy, Illinois. She has been with the firm for one year. She holds a Business Marketing degree from Quincy University. Emily is currently pursuing a Master of Business Administration degree with a concentration in Organizational Leadership from Quincy University. In her free time, she enjoys spending time with her nieces, Nora and Molly and nephews, Gavin and Michael.
Caylin Haxel | Client Associate
Caylin Haxel is a 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.
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 want to understand more about the investment insights of Merrill and providing access to the banking convenience of Bank of America to help you establish professional recognition. Combine our brand awareness with our entrepreneurial business style…our innovative financial services with an openness to try new ideas…our breadth of strategies 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.
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Work Culture
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
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