Thursday 28th, May 2015 01:49 PM
Whether you need professional investment advice, estate planning, tax strategies, insurance products or a combination of financial services, Ingram Financial Group's decades of experience and training can help you reach higher and
Ingram Financial Group is a licensed financial services company composed of wealth management, investment advisory and insurance specialists ready to customize a service package that adapts to your short- and long-term plans.
Our specialists work together seamlessly to help support every aspect of your financial security. Because we are a local company and not a massive conglomerate, we're able to treat you like an individual whose fiscal health is directly linked to our own ongoing success - because it is.
The value of your assets is far more than just a number to you, and by the same token, you will never be treated as a mere number by the staff at Ingram Financial Group."
Ingram Financial Group exists to be the leading provider of integrated financial services delivered with care, confidentiality and competency throughout Central Florida to individuals and businesses.
Please click the corresponding tab for more information about each staff member.
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- Close allDon Ingram - Founder & President Read More
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 specializes in providing:
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 email@example.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:
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.
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:
Donna is licensed to do securities business in Florida, Tennessee, North Carolina, & Michigan.
Donna works out of 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 firstname.lastname@example.org.
Nathan Adams is a life long resident of Winter Haven. Nathan has been around the financial Industry for 7 years. Nathan graduated from Lake Region High School and then went on to pursue his passion for finance at Florida State University. There he graduated with a Bachelor of Science degree in Finance. Nathan’s main focus is in the areas of Wealth Management, Investments and Insurance. In his spare time he enjoys golfing, tennis, fishing, boating, diving, shooting, hunting, and biking.
He holds the following designations and licenses:
Nathan is licensed to do securities business in Florida, & Georgia.
Nathan works out of the home office in Winter Haven located at 799 Overlook Drive in Winter Haven. Nathan may be reached by phone at (863)326-9833. His email address is Nathan@ingramfinancialgroup.com
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- Close allRandy White - Insurance Advisor Read More
Randy holds a fellowship status 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 served as the Vice President of the Insurance Division since 2001. Randy has worked with integrity in the insurance industry for over two decades. He has over 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 responsibility and commitment in 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:
Randy is married to Karen and has three children; Tiara, Brianna, and Emily. Randy's community involvement has included serving as a board member and working with the youth at First Church of the Nazarene in Winter Haven. He and his wife presently work with the college group at the church. Randy is also presently coaching volleyball at Winter Haven High School. He also has volunteered and coached for 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 email@example.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:
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 firstname.lastname@example.org
Jim is registered with the State of Florida with Licenses in Life, Health and Variable Annuities products.
Jim specializes in Medicare. He has helped seniors with Medicare for seven years. Medicare can be a very scary time in a senior’s life and Jim tries to facilitate this tough time with concern and knowledge.
Jim has been married to Marcia for 45 years. They have four children and seven grandchildren. He is also very involved in church as the choir director.
Jim may be reached at 863-632-4799 (cell) or 863-326-9833 (office)
His email address is: email@example.com
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- Close allChristine Ingram - Office Manager Read More
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 firstname.lastname@example.org
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 email@example.com.
Tammy Cleveland has been a resident of Florida for over 36 years. She joined Ingram Financial Group in 2012 and has been in the financial services industry for over 30 years. Previous to joining Ingram Financial Group, Tammy was a residential lender and held the post of Senior Mortgage Loan Officer with Regions Bank in Winter Haven. She brings with her a high standard of customer service experience. Tammy’s interest outside of work include her desire to help females move forward in business. She serves as President-Elect of FAB (Females Advancing Business) of the Winter Haven Chapter. Tammy also has a passion for motorcycles having traveled over 60K miles with her husband on their Harley Davidson. In 2005 she rode 7800 miles in 30 days crossing 26 states!
Tammy lives in Winter Haven with her husband Don Cleveland, and she has -2-children, 2 Step Children and 7—grandchildren, ranging from 5 months to 16 years!
Securities are offered through Investors Capital Corporation (member FINRA/SIPC) which clears through Pershing, LLC. Advisory services are offered through Ingram Advisory Services (an affiliate of Ingram Financial Group, LLC). Trust services are offered through the Bank of New York. Ingram Financial Group is a contracted general agent for Blue Cross/Blue Shield of Florida. Ingram Financial Group • Winter Haven • Phone 800.425.8242 W.H. Office