Virginia Merkel

Virginia Merkel

  • CFP
  • ADPA
  • RICP
  • ChFC
  • Managing Director - Investments
Managing Director - Investments
Certified Financial Planner or CFP®
Accredited Domestic Partnership AdvisorSM or ADPA®
Chartered Financial Consultant® or ChFC®
Retirement Income Certified Professional® or RICP®

Licenses: Life and Health Insurance, Long Term Care and Partnership Insurance

Registrations:  Series 7, 63 & 65

Other Training: Social Security and Medicare

My Areas of Focus:
Pre-Retirement Planning
In-Retirement Planning
Philanthropic Planning
Estate Planning Strategies

Financial Service Experience: 40+ Years

Community Involvement:
 - American Red Cross of Greater Indianapolis: Life Board Member
 - Tiffany Circle of the American Red Cross: Founding Indiana Chair, National Council Past Chair
 - Louisville Presbyterian Theological Seminary: Retired Trustee
 - Second Presbyterian Church: Elder, Choir Member
 - Executive Women In Finance- Philanthropy Committee

Education: Graduate of Indiana University Purdue University (Indianapolis, IN), Bachelor Degree in Finance; Graduate, Stanley K. Lacy and Ardath Burkhart Leadership Series

Personal: Widow

Notes of Interest
My Favorite...
Quote: “If you want something said, ask a man if you want something done, ask a woman.” –Margaret Thatche

My Greatest Achievement: Taking care of my family, my team and my clients.

My Parents: My Dad taught me to give back and my Mother taught me to see the humor in everything.

With benefit of hindsight, the advice I'd give my 18-year-old self: Don't believe everything you are told.

If possible, one super-human power I could possess: Foresight.

One thing I wish I could do for every living person on earth: Give them good health.

My Hobbies: Shooting, Needlework, Travel

Most Important Accomplishment:  My volunteer service (average 300-350 hours per year).

Distinguished Awards: Wells Fargo ADvisors 2012 Spirit Award*, Outstanding Volunteer Fundraiser, IBJ Woman of Influence

*The Wells Fargo Spirit Award was established to recognize a select group of Premier Advisors for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors' values.  The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors based on many factors including production.

My Associate(s):
Lori Westerfield, Senior Registered Client Associate, Officer.
Mary Reinking, Senior Registered Client Associate, Officer.

Ginger Merkel's Contact Information:
Address: 8888 Keystone Crossing, Suite 400, Indianapolis, IN 46240
Phone: 317-208-3712 | 800-428-6189    Fax: 317-573-9299
Email: virginia.r.merkel@wellsfargoadvisors.com

Education

  • Indiana University Purdue University (Indianapolis, IN)