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Kyle M
CFP®, Series 66
Chillicothe, MO
STIFEL
Kyle Marcolla is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Stifel since 2011. He holds the Series 66 designation and is based in Chillicothe, Missouri. Outside of his advisory role, Marcolla is involved in his community through board memberships at the Chillicothe Country Club, Chillicothe Chamber of Commerce, Hope Haven Industries, Bishop Hogan Memorial School Advisory Council, and The Ronnie and Dolores Stamper Educational Foundation. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.
John M
CFP®, Series 63, Series 65
Chillicothe, MO
STIFEL
John Marcolla is a CFP® with 41 years of industry experience and has been with STIFEL since 2011. He serves as a director of the Mervyn Jenkins Foundation, a charitable organization, and holds board and finance committee roles with local healthcare and parish organizations in Chillicothe, MO. STIFEL provides brokerage and investment advisory services to a diverse range of clients, including individuals, institutions, and municipal entities. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.
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