Merrill Lynch

Merill Lynch

A Bank of America Company

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email: kit_fogle@ml.com

phone: 800.433.2855

web: fa.ml.com/kit-fogle

In 1972, the Fritzinger Family gifted a farm house on 31 acres to the Brethren National Church in Ashland. The church used that gift to start a mission organization to care for widows. In time, the property transitioned into a traditional nursing home and health care center to support all older adults. Brethren Care Village has evolved throughout the years to be more than a nursing home, but a true community resource.

Kit Fogle is a life-long resident of Marion County with roots dating back over 100 years. Kit grew up in a family with a rich history of farming and has been involved with farming his entire life. After graduating high school, Kit furthered his education at The Ohio State University and graduated with a degree in political science. He went on to explore a career in the government arena as a lobbyist. Kit spent the majority of his time in Columbus, but also frequented Washington D.C. His duties took him to our nation’s capitol in September of 2001. On the morning of September 11th, Kit was in a meeting at the Rayburn House Office Building when he was interrupted and told to evacuate.

Merrill Lynch Spotlight 1

Kit has been involved with 4H and farming his entire life.

He exited the building and found himself in a whirlwind of chaos, with people shouting and panicking and the smell of jet fuel in the air. Over the course of his governmental career, Kit experienced a variety of ups and downs, but nothing impacted him quite like the day of 9/11.

A few years later, Kit was ready for a career change. He wanted to find something close to home so he could spend more time with his family. In 2004, an opportunity to join a local financial planning office, where Kit’s mother-in-law worked, presented itself. It was a perfect fit. Kit brought with him a wealth of life experience that caused him to look at financial planning differently than others in the field. He explains, “My background in farming and government has been a huge benefit in this industry. Farming taught me the value of hard work and how to adapt to changing environments. The ups and downs in the market are like the seasons of rain and drought in the field. I learned the level of discipline it takes to follow a plan and reach your goals. Experiencing governmental actions first hand showed me all the ways government impacts the world of finance.” A few years after Kit joined the office, the firm was purchased by Merrill Lynch, bringing the tools, education, and resources of an international firm to the personalized wealth management services Kit and his team provide to the Marion Community.

Merrill Lynch Spotlight 2

The Fogle Family: Kit, his wife Lori, & their daughters, Abigail and Alexis

Having a successful career in financial planning hasn’t changed Kit’s love of farming. Throughout his time as a lobbyist and through his career, Kit has kept up with his family farm. He attributes his growing success to his teams both at home and the office. Kit’s wife, Lori, has supported Kit as he juggled farming and a full time career. Their children have helped out on the farm and are following in their father’s footsteps as they study at OSU. Kit hopes to continue the family legacy as his daughters plan to join Kit and the team at Merrill Lynch. At the office, Robert and Sylvia help Kit serve his clients better. Though part of a large firm, Kit and the team at Merrill Lynch are dedicated to bringing a personalized approach to financial planning. Kit explains their strategy, “I sit down with people and listen to their story and help them identify their goals. Once we know where they want to be, it’s my job to come up with the right solution to get them there. It might not be easy, but sticking to the plan we set is crucial to achieve success.”

Merrill Lynch Spotlight 3

The Merill Lynch Team: Kit, Sylvia, & Robert

My background in farming and government has been a huge benefit in this industry. Farming taught me the value of hard work and how to adapt to changing environments. The ups and downs in the market are like the seasons of rain and drought in the field. I learned the level of discipline it takes to follow a plan and reach your goals. Experiencing governmental actions first hand showed me all the ways government impacts the world of finance.”

Kit Fogle

Financial Advisor, Merrill Lynch

In the world of finance, it’s never too early to start planning for the future. For an appointment or more information, contact Kit and the team at Merrill Lynch via email: kit_fogle@ml.com or by calling 800.433.2855 or visiting online at fa.ml.com/kit-fogle

Merrill Lynch Spotlight 4

Despite having full time jobs, Kit has always loved keeping up with his family farm.

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