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2019 office

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.

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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.

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.

Andrew A Tappe,

CFP

Assistant Vice President

Wealth Management Advisor

Lyndell R Fross

First Vice President

Senior Financial Advisor

Thomas Cutrone,

CRPC

Vice President

Senior Financial Advisor

Michael E Brennan

First Vice President

Senior Financial Advisor

Richard Marcolla,

CPWA,

CRPC

Senior Vice President

Senior Resident Director - Wealth Management Advisor

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. 

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.

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. 

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