Managing Director - InvestmentsCertified 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 InterestMy 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