Michelle M. Merkel
Owner at Merkel Wealth Management
- Role
- Owner Founder at Merkel Wealth Management
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Michelle M. Merkel
As founder of Merkel Financial Services, Inc, Michelle started the full-service…
Experience
Owner Founder
Sep 1992 — Present · Columbus, OH, US
Merkel Financial Services is a full-service, fee-based firm founded in 1992 by Michelle M. Merkel, CFP. Located in Columbus, Ohio, Merkel\'s experienced investment and service professionals work with individuals, families, professionals and business owners to achieve their goals with a highly individualized planning approach.
Education
DePauw University
Bachelor of Arts (B.A.)
1988 — 1992
Skills
- Strategic Planning
- Insurance
- Trusted Advisor
- Investments
- Holistic Financial Planning
- Retirement Planning
- Business Planning
- Strategic Financial Planning
- Securities
- Estate Planning
- Financial Advisory
- Customer Service
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