Advisors at this firm
Donna S
Series 63, Series 65
Winter Haven, FL
Ingram Advisory Services, LLC
Donna Seymour is a financial advisor at Ingram Advisory Services, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Centaurus Financial Inc. and Ingram Financial Group, Inc. She is involved in managing client investments and also has experience with fixed annuities to diversify client assets. Ingram Advisory Services provides financial planning, portfolio management, pension consulting, and retirement-plan advisory services to individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses. The firm serves over 580 clients with approximately $101.7 million in assets under management, focusing on tailored advice through model portfolios, fundamental and technical analysis, and primarily recommending mutual funds and ETFs with an emphasis on long-term holdings and periodic rebalancing.
Michael S
Series 63, Series 65
Winter Haven, FL
Ingram Advisory Services, LLC
Michael Seymour is a financial advisor with Ingram Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 37 years of industry experience. His prior roles include positions at Centaurus Financial Inc. and Polk State College. Outside of his advisory work, he owns Retirement Consultants Inc., a non-investment-related business. Ingram Advisory Services provides financial planning, discretionary and non-discretionary portfolio management, pension consulting, and retirement-plan advisory services to individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $101.7 million in assets and serves over 580 clients, using model portfolios and primarily recommending mutual funds and ETFs with an emphasis on long-term holdings and periodic rebalancing.