About Virginia (Ginger)

Virginia Merkel, CFP®

Managing Director - Investments

Accredited Domestic Partnership AdvisorSM or ADPA®

Retirement Income Certified Professional® or RICP®

 

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

Registrations:  Series 7 & 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: 35+ Years

Community Involvement:

  • American Red Cross of Greater Indianapolis: Board Member

  • Tiffany Circle of the American Red Cross: Founding Indianapolis Chair, National Council Chair

  • Louisville Presbyterian Theological Seminary: Trustee, Co-Chair of the Covenant for the Future Campaign

  • Conner Prairie: Past Board Member

  • Second Presbyterian Church: Elder, Choir Member

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

­­Personal: Married to Roger, a well- known professional artist

 

Notes of Interest

My Favorite…

  • Travel Destination: Roger (my husband of 39 years in July) and I have traveled all over the United Kingdom, Europe and the United States. Austria and Italy rank in the top ten.

  • Pets: We always have two dogs and two cats so I can’t choose. Roger’s in charge of the names.
  • Quote: “If you want something said, ask a man…if you want something done, ask a woman.” –Margaret Thatcher
  • Color: Yellow, it makes me happy.

If I was stranded on an island with no possible escape, there are two things I MUST have:

Music and Books (my first childhood memory was getting a library card at age four). I get bored easily.

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 Sports Clays, Needlework, Travel, and Reading.

Distinguished Awards:

Wells Fargo Spirit Award*

Family Fun Fact:

We go nuts at Halloween.

Most Important Accomplishment:

My volunteer service (average 300-350 hours per year).

*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