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

Registrations:  Series 7, 63 & 65

Other Training: Social Security and Medicare

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

Financial Service Experience: 45+ Years

Community Involvement:
 - American Red Cross of Indiana:  Life Board Member
 - Tiffany Circle of the American Red Cross:  Founding Indiana Chair
 - Louisville Presbyterian Theological Seminary:  Retired Trustee
 - Second Presbyterian Church: Elder, Choir Member
 - Eiteljorg Museum of American Indians & Western Art:  Board Member

Education: Graduate of Indiana University Purdue University (Indianapolis, IN), Bachelor Degree in Finance

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 Thatcher

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 Spirit Award in 2012

*The Wells Fargo Advisors/Wells Fargo Advisors Financial Network 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 Wells Fargo Advisors/Wells Fargo Advisors Financial Network  Premier Advisor distinction is held by a select group of Financial Advisors within the Firm as measured by completion of educational components, business production based on either of the past two years and professionalism.  Additional criteria, including length of service, may also be used to determine recipients.                  

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 700, Indianapolis, IN 46240
Phone: 317-208-3712 | 800-428-6189 | 317-908-2218   Fax: 317-573-9299
Email: virginia.r.merkel@wellsfargoadvisors.com

Education

  • Indiana University Purdue University (Indianapolis, IN)