Indianapolis, IN E Market St Office

Kimberlee Fogg is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 designations and 38 years of industry experience. She has been with Merrill for 40 years and has also worked at Bank of America, N.A. for 15 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Merkel is the Resident Director and Wealth Management Advisor at Merrill. He has been with Merrill since 2015, focusing on a relationship-driven approach to wealth management. In his role, Tyler is authorized to manage client portfolios on a discretionary basis, offering services that include a blend of individual stocks and bonds, model portfolios, and carefully selected third-party investment strategies. Tyler holds the Certified Investment Management Analyst® (CIMA®) designation as well as the CERTIFIED FINANCIAL PLANNER® (CFP) certification. He is a graduate of Ball State University, where he earned a bachelor's degree with distinction and competed for four years on the men's golf program. Tyler's areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and portfolio management services, among others. Outside of his professional work, Tyler supports his church and maintains a connection to Ball State University and its men's golf program. He lives just south of Indianapolis with his wife, Tara, and their three children. His personal interests include baseball, basketball, billiards, chess, fishing, football, golfing, running, spending time with his family, and woodworking.

Errek C. Suhr is an Associate Resident Director and Financial Advisor at Merrill. He joined Merrill in 2011 and serves as Senior Vice President and Resident Director of the Bloomington Merrill office. In his role, he focuses on clients’ goals and concerns by employing a goals-based wealth management process along with global resources and up-to-date Web technology, all designed to help clients pursue their financial objectives. Errek's expertise includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor’s Degree from Indiana University and the Personal Investment Advisor (PIA) professional designation. Prior to his financial advisory career, Errek played on the Indiana University Men's basketball team from 2003 to 2007 and is currently a Color Commentator for IU Men's basketball radio. Outside of his professional responsibilities, Errek is active in his community and enjoys volunteering. He has supported organizations such as the Boys and Girls Club of Bloomington and served on the board of Big Brothers Big Sisters of Southern Indiana. Errek enjoys golfing and spending time with his wife Rebekah and their four children, including coaching his daughters’ basketball and softball teams.

Samantha Fogg is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she is part of a team with over 200 years of combined industry experience. Since joining Merrill in 2019 following two internships, she has focused on relationship management and customized financial planning to assist individuals, families, and business owners in achieving their financial goals across various life stages. Samantha's areas of focus include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Samantha holds a bachelor's degree from Indiana University, where she was a member of the women's volleyball team for four years. She earned academic honors such as Academic All-Big Ten in 2017 and the Scholastic Achievement Award from the Big Ten Conference in 2019. She holds the Personal Investment Advisor (PIA) designation and contributes to professional and community organizations including Women for Riley. Samantha has volunteered with organizations such as the Boys & Girls Clubs of America, Riley Children's Hospital, and St. Barnabas Catholic Grade School. Outside of her professional work, Samantha enjoys golfing, reading, skiing, playing volleyball, traveling, and spending time with her family.

Eric Nicholson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2006 and joined Merrill in 2014. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He focuses on developing customized strategies to help individuals and families preserve and grow their accumulated wealth. Eric divides his time between the Indianapolis and Terre Haute offices. He is a graduate of Indiana University with a bachelor's degree in Economics. His client focus areas include family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Eric enjoys golfing, playing softball, spending time with his family, and traveling. He lives on the south side of Indianapolis with his wife, Cheryl, and their three daughters.

Lynda Schmutte is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Merrill Lynch since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Eric Mc Clurg is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Muncie Novelty Co., Inc. He is based in Indianapolis, IN. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Anna Brouwer is a Financial Advisor at Merrill Lynch Wealth Management, where she employs a service-focused approach to assist clients in organizing their financial lives, prioritizing goals, implementing strategies, and reviewing progress. Since joining Merrill in 2021, Anna has specialized in areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. Her career began in 2000 within the banking and lending industry, providing her with extensive experience prior to her transition to Merrill. Anna holds a Bachelor's Degree in History from Purdue University and carries the Personal Investment Advisor (PIA) designation. She also participates in the Indianapolis Symphony Orchestra Association. Anna resides in Fishers with her German Shepherd, Delta. Her personal interests include antiquing, cooking, gardening, interior decorating, knitting and crocheting, reading, spending time with her family, playing table tennis, traveling, and watching movies.