John C. Marcolla
CFP, MS
CFP, MS
Senior Vice President/Investments
6606468565
John began his investment industry career in 1984 and joined Stifel in 2011. Prior to Stifel, John worked at Edward Jones for nearly 17 years and Merrill Lynch for nearly 11 years.
John’s work is centered around his clients’ specific needs and risk tolerance levels. He utilizes his experience and knowledge to help his clients pursue their short- and long-term needs. The success of his clients will always remain at the forefront, and he strives to remain his client’s advisor of choice by consistently providing quality guidance and top-tier client service.
Memberships
- Hedrick Medical Center – Board Chair
- Mervyn Jenkins Charitable Foundation – Board of Directors
- St. Columban Parish Finance Committee – Member
- Chillicothe R-II School District – Former Board Member
- Chillicothe Industrial Development Corp. – Former Board of Directors
- Grand River Area YMCA – Former Board of Directors
- Chillicothe Development Inc. – Former Board of Directors
Series 7, General Securities Representative
Series 9 & 10, General Securities Sales Supervisor
Series 63, Uniform Securities State Agent
Series 65, Investment Advisor Representative
Life, Health, and Variable Insurance
CERTIFIED FINANCIAL PLANNER® Certification
Bachelor of Science in Business Administration, Marketing, Southeast Missouri State University
Master of Science, Personal Financial Planning, College for Financial Planning
Kyle J. Marcolla
CFP, MS
CFP, MS
Financial Advisor Associate
6606468565
Kyle began his investment industry career in 2008 and joined Stifel in 2011. He understands how each of their clients may have a different outlook about their money and how they would like it to work for them. Kyle’s goal is to develop a customized wealth management plan that reflects their short- and long-term goals while focusing on their tolerance for risk.
Having attained and maintained the CERTIFIED FINANCIAL PLANNER® certification, Kyle received training on the duties of good faith and standards of care. He is committed to a client-first philosophy, while striving to align their wealth with their needs and intentions.
Memberships
- Chillicothe Area Chamber of Commerce – Board of Directors
- Chillicothe Country Club – President, Board of Directors
- Hope Haven Industries – Board of Directors
- Grand River Area Family YMCA – Past President
- Livingston County Community Foundation – Former Board Member
Series 7, General Securities Representative
Series 66, Investment Advisor Representative
CERTIFIED FINANCIAL PLANNER® Certification
Bachelor of Science Human Environmental Science, Personal Financial Planning, University of Missouri
Master of Science, Personal Financial Planning, College of Financial Planning
Tiffany D. Walker
Senior Client Service Associate
6606468565
Tiffany has over 20 years of investment industry experience and joined Stifel in 2012.
Memberships
- Former Member, Livingston County 4H Council
Bachelor of Science, Animal Science, Northwest Missouri State University