Ingram Financial Group - Wealth Management, Investments, Insurance

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 the FINRA (Financial Industry Regulatory Authority). 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 financial background imparts the ability to anticipate the investment, tax, and estate planning needs of the affluent investor. Don understands proper planning encompasses growth and income investing through asset allocation, as well as wealth transfer options and philanthropy efforts.

Don specializes 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 is currently on the board of trustees for Winter Haven Hospital and chairman of Mid-Florida Medical Foundation, as well as the board of Platinum Bank. He has also served on boards for Florida State University, Polk Community College, All Saints Academy, and was an organizing director of Commerce Bank. He is a former Commodore of the Lake Region Yacht & County Club.

Don is licensed to do securities business in the following states: Arizona, California, Connecticut, Florida, Georgia, Illiois, Massachusetts, Missouri, Montana, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, & West Virginia.

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 don@ingramfinancialgroup.com.

Michael has over 20 years of financial services experience working for companies with household names like Fidelity Investments, John Hancock, Key Bank and Merrill Lynch. He joined Ingram Financial Group in 2008 as Executive Vice President, Chief Operations Officer and Chief Compliance Officer. Michael oversees the day-to-day operations of the firm and also meets with clients to review their financial goals.

Michael has a Bachelor of Science In Business Administration and a Master of Business Administration.

He holds multiple FINRA security and insurance licenses:

• FINRA
• Series 6 (Investment Company Products/Variable Contracts Representative)
• Series 63 (Uniform Securities Agent State Law Exam)
• Series 7 (General Securities Representative)
• Series 24 (General Securities Principal)
• Series 65 (Uniform Investment Advisor Law Exam)
• Series 9 (Options Principal)
• Series 10 (Municipal Principal)
• Florida Life, Health, & Disability Insurance Exam

Mike is licensed to do securities business in the following states: Alabama, Colorado, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas & Utah.

Mike is based out of the Winter Haven office and may be reached by phone at (863) 326-9833. His email address is mike@ingramfinancialgroup.com.

Nick is a Wealth Advisor with Ingram Advisory Services and registered with the Financial Industry Regulatory Authority (FINRA). He earned a B.S. in Business from Florida Southern College.

In addition to being a Wealth Advisor, Nick is Vice President of Ingram Financial Group. He is known among his clients for his personal service, innovative ideas and practical advice. Through his "total wealth management" approach, Nick focuses on helping to provide retirees with the income they need to live comfortably. His clients consider him a trusted advisor and a friend.

Nick specializes in:

• Investment Management
• Retirement Income
• Risk Management
• Estate Planning
• Business Planning
• Tax Reduction Strategies

He holds the following designations and licenses:

• Certified Financial Planner Practitioner
• Series 7 (General Securities Representative)
• Series 24 (General Securities Principal)
• Series 26 (Investment Company Products/Variable Contracts)
• Series 66 (Investment Advisor / State Law)
• Licensed Life, Health and Variable Annuity Practitioner

Nick was also the host of Profit Sharing, a weekly financial talk radio show that aired on Saturday mornings in Central Florida. He resides in Lakeland , enjoys exercising and going to movies.

Nick is licensed to do securities business in the following states: Arizona, California, Florida, Georgia, Massachusetts, Montana, North Carolina, Ohio, Pennsylvania, South Carolina, & Virginia.

Nick is a Vice President and the Branch Manager of the Lakeland office located at 1820 E. Edgewood Drive, Suite 103. Nick may be reached by phone at (863) 937-9235. His email address is nick@ingramfinancialgroup.com.

Jeff Toadvine is a Branch Manager and Vice President with Ingram Financial Group. He specializes in providing wealth management solutions that integrate tax planning, risk management, estate and business planning and investment management. Jeff is a regionally known financial professional and speaker and has led numerous workshops for groups, associations, businesses and other organizations. His background includes serving as a member of an elite Private Wealth Services Group for a leading national firm where he specialized in strategies for high net worth families. He is also a graduate of Palm Beach Atlantic University with a Bachelor of Science Degree in Organizational Management. He enjoys using his spare time golfing, fishing, biking and spending time outdoors. Jeff lives with his wife, Nicole, and his daughters, Rachel, Lauren, and Anna Claire, in the Central Florida area.

He holds the following designations and licenses:

• CFP® (Certified Financial Planner Practitioner)
• ChFC® (Chartered Financial Consultant)
• AAMS® (Accredited Asset Management Specialist)
• FINRA Series Securities Registrations
• Series 6 (Investment Company Products/Variable Contracts Representative)
• Series 7 (General Securities Representative)
• Series 26 (Investment Company Products/Variable Contracts)
• Series 63 (Uniform Securities Agent State Law Exam)
• Series 65 (Uniform Investment Advisor Law Exam)
• Licensed Life, Health and Variable Annuity Practitioner
• Lifework Leadership Orlando Graduate

Jeff is licensed to do securities business in the following states: Alaska, Arkansas, Florida, Georgia, Kentucky, Massachusetts, Michigan, Missouri, North Carolina, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Washington, & Wisconsin.

Jeff is a Vice President and Branch Manager of the Clermont office located at 227 Citrus Tower Boulevard . Jeff may be reached by phone at (352) 243-5020. His email address is jeff@ingramfinancialgroup.com.

Bob is a Financial Advisor with Ingram Advisory Services and registered with the Financial Industry Regulatory Authority. Before becoming a financial advisor, Bob was an adjunct professor at Polk Community College. Ordained as a Catholic Priest, he holds a B.A. in Philosophy and a Masters degree in Religious Studies.

Bob integrates his past careers and life experiences as he counsels and educates clients. His business focuses on the significant differences between the financial needs of men and women. With both living longer, healthier lives Bob feels it is important for them to be financially prepared for the future. He steadfastly teaches, "Knowledge is power."

Bob specializes in:

• Retirement Planning
• Income Needs
• Widows and Widowers
• Educational Seminars
• Managed Accounts

He holds the following designations and licenses:

• Series 6 (Investment Company Products/Variable Contracts Representative)
• Series 7 (General Securities Representative)
• Series 63 (Uniform Securities Agent State Law Exam)
• Series 65 (Uniform Investment Advisor Law Exam)
• Licensed Life, Health and Variable Annuity Practitioner

Bob is active in the Lake Ashton community as their financial education facilitator. He is a past president of the Exchange Club in St. Petersburg and a former board member for the Tampa Bay Alzheimer's Foundation. Additionally, he's involved with Winter Haven Hospital's SAGE program and St. Joseph Catholic Church's Educational Endowment Foundation. Bob and his wife, Shirley, have two children, Matthew and Kathryn.

Bob is licensed to do securities business in the following states: Connecticut, Florida, Illinois, Mississippi, North Carolina, & Virginia.

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

Donna Seymour has been in financial services for over 20 years. She has worked for some of the largest firms in the industry such as Fidelity Investments, MetLife, Citi Bank, and Bank of America. Donna has a Bachelor of Business Administration. Her 7 years providing planning services to over 4000 employees at Lakeland Regional Medical Center in Lakeland, Florida allowed her to provide financial planning services to those in healthcare whether doctor, nurse, or administration. Donna has been a resident of Florida since 1997.

She holds the following designations and licenses:

• Series 6 (Investment Company Products/Variable Contracts Representative)
• Series 7 (General Securities Representative)
• Series 63 (Uniform Securities Agent State Law Exam)
• Series 65 (Uniform Investment Advisor Law Exam)
• Licensed Life, Health and Variable Annuity Practitioner

Donna is licensed to do securities business in Florida & Tennessee.

Donna works out the home office in Winter Haven located at 799 Overlook Drive in Winter Haven. Donna may be reached by phone at (863) 326-9833. Her email address is donna@ingramfinancialgroup.com.

Bryson began his career in the financial services industry in 2002. Through his experience, he educated and advised clients on sound financial strategies, consumer and business loans, home equity lines of credit, mutual funds, IRAs, 401(k) rollovers and more.

In 2007 Bryson moved into real estate development. He accepted a position as a business developer and focused on developing high-end retail/office/warehouse space.

Bryson graduated from the University of Central Florida in 2004 with a degree in finance and a heavy concentration on real estate. Here at Ingram, Bryson is dedicated to providing his clients with the best service and advice available in the financial services industry.

He holds the following designations and licenses:

• Series 7 (General Securities Representative)
• Series 66 (Investment Advisor / State Law)
• Licensed Life, Health and Variable Annuity Practitioner

Bryson's hobbies include golf and water sports. He is an active member of the Winter Haven Kiwanis Club and has previously been a Florida Bright Futures Scholar, a member of the National Honor Society and a tutor for Denison Middle School.

Bryson is licensed to do securities business in Florida.

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

Alexandra began her career in financial services in 2006. She has worked with some of the largest securities firms in the nation such as Wachovia Securities and Wells Fargo Advisors. She is known for having strong personal relationships with her clients and making their needs her top priority. Through her experience she has advised clients on mutual funds, annuities, 401k and IRA rollovers, consumer and business loans, and lines of credit. She has built long lasting relationships through treating her clients as family.

Alexandra is a lifetime resident of Lakeland and feels a strong sense of community. She is an active member of the Lakeland Area Chamber of Commerce and Emerge Lakeland which contributes to the economic development and quality of life in Lakeland. She is a volunteer and supporter for the Achievement Academy- charter school for children with special needs, along with being a big sister with Big Brothers Big Sisters and finds both extremely rewarding.

She holds the following designations and licenses:

• Series 6 (Investment Company Products/Variable Contracts Representative)
• Series 63 (Uniform Securities Agent State Law Exam)
• Licensed Life, Health and Variable Annuity Practitioner

Alexandra is licensed to do securities business in Florida.

Alexandra and her husband, Jarred have one child, Isabella. She enjoys spending her free time with her family and friends.

Alexandra works in the Lakeland office located at 1820 E Edgewood Drive in Lakeland and may be reached by phone at 863-937-9235. Her email address isalex@ingramfinancialgroup.com.

Randy holds a fellowship with the Life Underwriters Training Council and an insurance license with the State of Florida. Randy has been affiliated with Ingram Financial Group since 1992, and has worked with integrity in the insurance industry for two decades. He has fifteen years experience in the employee benefits market.

As an Insurance Advisor, Randy focuses on making himself available "after the sale". He knows it is his commitment to building trust through excellent client service that keeps relationships strong. Randy is recognized by his peers as a seasoned professional who knows the employee benefits market inside and out.

Randy specializes in serving the executive and business market with:

• Employee Benefits
• Buy/Sell Agreements
• "Key Person" Insurance
• Disability Insurance
• Individual and Group Life Insurance

Randy is married to Karen and has three children; Tiara, Brianna, and Emily. Randy's community involvement includes being a board member and working with the youth at his local church in Winter Haven. He also has volunteered and coached for Winter Haven High School, St. Joseph's Catholic School, Winter Haven Youth Basketball, Winter Haven Youth Soccer, and served on the Board of Meals on Wheels.

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

Jean Exum specializes in designing group and individual insurance packages and addressing the "after the sale" needs of her wide range of clients. Jean is proud that 90% of her clients have been with her since they first came to Ingram Financial Group.

Jean makes it a mission to stay informed of legislative changes in the industry, even those not in the news, so she can continually offer the most comprehensive benefits programs with the highest rated companies. She assesses every situation by evaluating each client's needs and gives up-to-date recommendations.

Before joining IFG, Jean had 9 years of managerial banking experience. She received an AA in Computer Information Systems. She currently holds a Health, Life and Variable Annuities license from the State of Florida and is studying for the FINRA Series 7 securities exam to expand her client services.

Jean is a percussionist for the Lakeland Community Band and enjoys fishing, boating and spending time with her children.

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

Gary is registered with FINRA (Financial Industry Regulatory Authority) and the State of Florida. He holds Series 6 & 62 licenses; as well as a Life, Health and Variable Annuities License.

Gary has been affiliated with Ingram Financial Group since 1994, and has worked with integrity in the insurance industry for more than a than decade. As a Financial Consultant, Gary focuses on staying up-to-date with continued investment education so he can pass important information on to clients. Gary is recognized as a professional who provides impeccable service and sensible advice.

Gary specializes in:

• Life Insurance for Small Business Owners and Individuals
• Group Benefits
• Retirement Accounts
• Annuities
• Long Term Health Care

Gary is married to Kim and has two married children, Kyle and Keily. Gary's community involvement includes participation with his local church in Haines City.

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

Nancy Harrington holds a State of Florida Life, Health and Variable Annuity License and has qualified for her Series 6 Securities License. She has been recognized for her achievements as "most efficient retail manager" for two retail groups. Nancy's success comes from her ability to build trusting and productive long-term relationships with her clients.

She specializes in helping families and small businesses and their employees procure health and life coverage that is protective and affordable. She is also an expert in senior protection, legacy planning and women's financial services.

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

Chris has experience in the insurance industry and has obtained the Chartered Retirement Planning Counselor (CRPC) designation, which enables him to develop strategies to help his clients enjoy a comfortable retirement.

He is dedicated to outstanding customer service and to developing long-term relationships with his clients.

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

Darryl holds a Life, Health and Variable Annuities insurance license with the State of Florida. He has a diverse business background including supervisory and management positions in information technology, environmental regulation, and construction. For 24 months, Darryl helped catastrophe victims file claims and rebuild their homes after Hurricane Andrew. He also served as a biologist for the State of Florida. Darryl is a Morehouse College Graduate and holds a BS in Biology.

As an Insurance Advisor, Darryl focuses on putting the client first and making sure they benefit from the many services he provides. Sincerely concerned for the well being of others, he strives to provide thorough analysis of a client's financial situation.

Darryl specializes in:

• Fixed and Variable Annuities
• Living Benefit Plans
• Legacy Planning
• Benefits Programs
• Executive Bonus and "Key Person" Insurance

A graduate of Polk Community College and Winter Haven High School, Darryl has life-long ties to the Polk County area. Darryl is married to Veronica and has one daughter, Anyssa, 10. Darryl's community involvement includes numerous outreach efforts through his local church and his fraternity, Alpha Phi Alpha.

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

Christine Ingram has worked as a financial services administrator for more than 30 years. She began as a licensing and contracting administrator for Occidental Life Insurance and was promptly promoted to the position of office manager. After relocating from Atlanta to Central Florida, she worked for State Farm Insurance's agency administration department before joining Don at Ingram Financial Group. She has since devoted her experience and energy to developing a strong infrastructure for the company and its team members.

Christine is licensed in Life, Health and Annuities.

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

Robert Evans is a Portfolio Analyst with Ingram Advisory Services and is registered with the Financial Industry Regulatory Authority (FINRA). He has a Series 65 (Uniform Investment Advisor Law Exam) license. Robert earned a B.S. in Finance and Management from the University of South Florida. He has worked in the financial services industry since 1995. Prior to joining Ingram Advisory Services in 2007, Robert worked for PaineWebber, T. Rowe Price Mutual Funds, High Street Financial, & Snyder Financial Group.

Robert assists with the management of our Advance & Protect Strategy. He is involved with the model portfolio development and maintenance, as well as client portfolio allocation and reporting. Additionally, he assists with the preparation of financial plans.

Robert is licensed to do securities business in Florida.

He is married to Tammy and has two boys; Tyrus and Ethan. He spends the majority of his personal time involved in his children's’ activities. Robert lives in Auburndale and is an active member of First Baptist Church at the Mall in Lakeland. Robert’s interests include running, biking, softball, music, photography, and boating.

Robert works out of the home office in Winter Haven located at 799 Overlook Drive in Winter Haven and may be reached by phone at (863) 326-9833. His email address is rob@ingramfinancialgroup.com.

Stephen has worked in and around computers for more than 15 years. He has held various information systems positions with two Polk County institutions - Comcar Industries and Mutual Wholesale. Stephen is a veteran of the U.S. Air Force with nine years as a weather specialist and munitions maintenance technician, and is the recipient of the Air Force Achievement medal for his role in the redesign of an internal military scheduling system.

Outside of IFG, Stephen is an accomplished writer of music & lyrics, poetry and short stories, and is currently working on his first novel. An avid puzzle aficionado, he is always looking for that new challenge to test his logic and problem solving skill.

As the IT and Special Projects Coordinator at Ingram, Stephen travels from office to office and can be easily reached through his email address at sgreeley@ingramfinancialgroup.com.

Judy has worked in the banking, mortgage and financial industries since 1981. She has been an administrative assistant at Ingram Financial Group since March of 2003. Her dedication to client relations and attention to detail has made her an invaluable member of the Ingram team.

Judy's hobbies include cooking and hosting family functions.

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

Cari has worked in the financial and insurance industries for 12 years. She has performed administrative services for several independent investment firms including the State Farm Insurance Florida regional office. She has been an administrative assistant at Ingram Financial Group for 5 years and is dedicated to providing excellent customer service.

As a lifetime resident of Winter Haven, Cari feels a strong sense of community. She is a member of the Winter Haven Pilot Club - a worldwide service organization that raises funds for children with brain injuries. She has also volunteered with local charities such as Friends Together. Cari enjoys reading, cooking and entertaining family and friends.

Cari is now located in the Lakeland office located at 1820 E. Edgewood Drive, Suite 103. Cari may be reached by phone at (863) 937-9235. Her email address is cari@ingramfinancialgroup.com.

Debbie has been in the financial industry since 1990. She has been an administrative assistant for Meridian Associates/Paine Weber and for Tri-Achorn Investments/Royal Alliance. She was a human resources consultant for Mid-Florida Community Services before joining the Ingram Financial Group team.

Her professionalism and attention to detail helps IFG maintain the highest standards.

Debbie's hobbies include traveling, reading and spending time with family.

Debbie works in the Clermont office located at 227 Citrus Tower Boulevard . Debbie may be reached by phone at (352) 243-5020 . Her email address is debra@ingramfinancialgroup.com.

Lesli has worked in the finance industry for 11 years. Her career began as a mortgage loan processor. Lesli has navigated her way through the industry holding a variety of titles. She has served as a licensed loan officer, processing department manager, director of marketing, compliance officer, and comptroller. She has provided innovative solutions and sensible loan structures to homeowners, investors and developers. Lesli's administrative and customer service background enables her to handle any situation in a timely, effective and responsible manner.

Lesli graduated from Polk Community College and has maintained continuing education hours and courses, increasing her knowledge throughout her career. She is dedicated to being a lifelong learner. Lesli is thrilled to be the newest member of the Ingram Financial Group team and is dedicated to providing assistance to IFG's expert advisors and cherished clients.

Lesli's hobbies include coaching soccer, scuba diving, reading and being her family's household CEO.

Lesli is a member of the Women's Junior League of Greater Winter Haven and devotes volunteer hours each month to the organization's community outreach.

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

J. Eric Ingram worked part-time for IFG's administrative support team while in school, and today works fulltime, assuming more responsibilities each day. Eric takes pride in providing the practical administrative functions that keep the office running smoothly.

The favorite parts of Eric's job are meeting, interacting with and taking care of the clients who visit the IFG office.

As a former sports radio talk-show host, Eric's interests include all sports - especially golf and college football.

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