CONNECT

Address:

799 Overlook Drive
Winter Haven, FL 33884

Phone:

800.425.8242

Fax/Other:

863.875.1855

Don Ingram

Don Ingram

Founder & President

Don is the founder and president of Ingram Financial Group and Ingram Advisory Services.  He is a Registered Investment Advisor with the SEC (Securities Exchange Commission) and a registered Financial Advisor with FINRA.  He maintains Series 7, 24, 63 & 65 licenses; as well as Life, Health and Variable Annuity Licenses.  Don holds credentials as a CFP (Certified Financial Planner), an AEP (Accredited Estate Planner), a CAP (Chartered Advisor in Philanthropy), a ChFC (Chartered Financial Consultant), and a CLU (Certified Life Underwriter).  He holds a MSFS (Master of Science in Financial Services).

With over 30 years experience, Don’s wealth management and trust service practice serves clients with assets of $1 million and above. His extensive background helps Don work with his clients in the areas of investment, tax, and estate planning needs. Don understands proper planning encompasses growth and income investing through asset allocation, as well as wealth transfer options and philanthropy efforts.

Don focuses in providing:                                 

  • Wealth Management
  • Trust Services
  • High Net Worth Investing Options
  • Managed Portfolios
  • Alternative Investing

Don and his wife, Christine, are exceptionally active in the community. Don currently serves as Secretary on the board of trustees for Winter Haven Hospital, Chairman of the Board of University of Florida Proton Therapy Institute External Advisors and on the Polk County Platinum Bank Board. Don also serves on the board of the University of Florida Prostate Disease Center. Don is also serving on the Financial Services Institute Advisory Council as well as the board of Investors Capital Holdings (ICH). He is the Past Chairman of Winter Haven Hospital Foundation; he has also served on boards for Florida State University, Polk State College, All Saints Academy, and was an organizing director of Commerce Bank. He is a former Commodore of the Lake Region Yacht & County Club.

Ingram Financial Group has been serving the central Florida area since 1977 and is located at 799 Overlook Drive in Winter Haven. Don may be reached by phone at (863) 326-9833. His email address is dingram@investorscapital.com.

Phone (863) 326-9833