About Virginia (Ginger)

Virginia Merkel, CFP®

Managing Director - Investments

Certified Financial Planner or CFP®

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, 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: 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 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