Our Qualifications

John C. Marcolla, CFP®

Senior Vice President/Investments

 

Education

  • Bachelor of Science, Business Administration, Southeast Missouri State University

Licenses

  • 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 (Including Long-Term Care)
  • CERTIFIED FINANCIAL PLANNERTM (CFP®) Professional Certification

Experience

John began his investment industry career in 1984 and joined Stifel in 2011.  Prior to Stifel, John worked at Edward Jones for 17 years and Merrill Lynch for 11 years. 

Memberships

  • Hedrick Medical Center – Board of Directors
  • Mervyn Jenkins Charitable Foundation – Board of Directors
  • St. Columban Parish Finance Committee – Member
  • Chillicothe R-II School Board – Former Member
  • Chillicothe Industrial Development Corp. – Former Board of Directors
  • Grand River Area YMCA – Former Board of Directors
  • Chillicothe Country Club – Former Board of Directors  

 

Kyle J. Marcolla, MS, CFP®

Financial Advisor Associate

 

Education

  • Bachelor of Science, Personal Financial Planning, University of Missouri

Licenses and Certifications

  • Series 7, General Securities Representative
  • Series 66, Investment Advisor Representative

Experience

Kyle began his investment industry career in 2008 and joined Stifel in 2011.

Memberships

  • Grand River Area Family YMCA – Former Board Member
  • Livingston County Community Foundation – Former Board Member

Our Philosophy

We understand how each of our clients may have a different outlook about their money and how they would like it to work for them.  Our 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™ (CFP®) certification, we have received training on the duties of good faith and standards of care.  We are committed to working in our clients' best interests while striving to align their wealth with their values and intentions.

 

Tiffany D. Walker

Client Service Associate

 

Education

  • Bachelor of Science, Animal Science, Northwest Missouri State University

 

Experience

Tiffany has more than 15 years of investment industry experience and joined Stifel in 2011.

 

Memberships

  • Member, Livingston County 4H Council
  • Leader, Double H 4H Club
  • Co-Chair, Children's Ministry Committee at Chillicothe UMC

 

John C. Marcolla, CFP®

Senior Vice President/Investments

marcollaj@stifel.com

 

Kyle J. Marcolla, MS, CFP®

Financial Advisor Associate

marcollak@stifel.com

 

Stifel, Nicolaus & Company, Incorporated

899 Fairway Drive

Chillicothe, Missouri 64601

(660) 646-8565

(877) 816-1232

www.stifel.com

 

Diversification does not ensure a profit or protect against loss.  Investing involves risk, including the possible loss of principal.  Rebalancing may have tax consequences, which you should discuss with your tax advisor.