Tyler Merkel

Advisor at Merrill

Updated today
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Firm

Merrill

Location

Greenwood, IN

Credentials

Series 66

Industry experience

10 years

About

Tyler Merkel serves as a Resident Director and Wealth Management Advisor at Merrill. Since joining the firm in 2015, he has developed a relationship-driven approach to wealth management, focusing on customized, long-term strategies tailored to clients' specific needs. As a qualified Portfolio Manager, Tyler is authorized to manage client portfolios on a discretionary basis, utilizing a blend of individual stocks and bonds, model portfolios, and selected third-party investment strategies.

Tyler holds the Certified Investment Management Analyst® (CIMA®) designation and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor's degree from Ball State University with distinction and competed on the men's golf program for four years. He is affiliated with the Ball State University Alumni Association.

Outside of his professional role, Tyler supports his church and maintains close ties with Ball State University and its men’s golf program. He resides just south of Indianapolis with his wife, Tara, and their three children. His personal interests include golf, basketball, running, fishing, and spending time with his family.

Expertise

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies

Work history

Bank Of America, N.a.

2015 - Present (11 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2015 - Present (11 years)

Disclosures

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