Anna Brouwer
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Indianapolis, IN 46204
Credentials
Series 63, Series 66
Industry experience
13 years
About
Anna Brouwer is a Financial Advisor with Merrill Lynch Wealth Management. She applies a service-focused approach to assist clients in organizing their financial lives, prioritizing goals, implementing strategies, and reviewing progress. Anna’s expertise includes college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income.
Anna began her career in the banking and lending industry in 2000 and joined Merrill Lynch in 2021. She holds a Bachelor's degree in History from Purdue University and the Professional Investment Advisor (PIA) designation. Anna is also involved with the Indianapolis Symphony Orchestra Association.
She lives in Fishers with her German Shepherd, Delta. Outside of work, Anna enjoys antiquing, cooking, gardening, interior decorating, knitting and crocheting, reading, spending time with her family, playing table tennis, traveling, and watching movies.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
College savings (529s, UTMA, etc.)
Wealth management
General retirement planning
Retirement income strategy
General tax planning
Demographic focus
Women Professionals
Location
301 E Market St
Indianapolis, IN 46204
Most active in
Anna B has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Work history
Bank of America, N.A.
2024 - Present (2 years)
Merrill
2021 - Present (5 years)
Regions Bank
2020 - 2021 (1 year)
First Merchants Bank
2017 - 2020 (3 years)
key Investment Services
2012 - 2017 (5 years)
KEY BANK
2012 - 2017 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Sam W
CFP®
Indianapolis, IN
WealthGuides LLC
I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.
Matthew H
Series 63, Series 65
Brownsburg, IN
Skyview Capital Management
Stephen H
Series 63, Series 65
Brownsburg, IN
Highsmith Financial Planning, LLC
Gene A
Series 63, Series 65
Indianapolis, IN
Austin Financial Strategies, Inc.
Corey R
Series 63, Series 65
Indianapolis, IN
C.R. Retirement Strategies, LLC
Bradley H
CFP®, Series 63
Beech Grove, IN
Henthorn Agency, Inc.
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