Carmel, IN N Meridian St Office

Patrick Fitzgerald is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding ties with Ameritas Life Insurance, Ameritas Investment Corp, and National Financial Group, where he serves as president. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and leverages multiple custodial platforms and third-party tools to support portfolio construction, monitoring, and trading.

Margaret Dipaolo is a financial advisor at Ameritas Advisory Services, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Ameritas-related firms since 2009, including Ameritas Life Insurance and Ameritas Investment Corp. She is also the owner of Magpie Indy, LLC, an LLC used to manage a real estate property. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuities, supported by a network of Investment Adviser Representatives and a robust platform infrastructure.

Keith Ingram is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2009 and has been associated with National Financial Group since 2004. Outside of advisory services, he is involved in insurance sales through National Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and a range of custodial and third-party platforms.

Francis Woods IV is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked with Ameritas firms since 2009 and has been affiliated with National Financial Group since 1998. Woods is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Zoe Woods is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 65 and Series 63 licenses. She has five years of industry experience and previously worked at National Financial Group. Prior to her advisory career, she spent four years at the University of Dayton and two years at Carmel High School. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and utilizes model portfolios and risk questionnaires to align investments with client objectives.

Richard Vanparis II is an advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been associated with several Ameritas entities since 2009. He is also president of Van Paris & Associates, Inc., where he provides tax preparation services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a range of managed account programs and fee-based management of variable products.