Tara H. Ingram

CFP®, MS

The relationship between a client and an advisor is built upon the foundation of vulnerability, integrity, and trust.

101 25th Street North Suite 100 Birmingham, AL 35203
205.208.8700

Tara has been involved in the financial services industry since 2020. She was an associate advisor for Bridgeworth until it joined with Savant in 2023.

Tara earned a bachelor of science degree in consumer sciences with a concentration in consumer affairs and a master of science degree in financial planning, both from the University of Alabama. While there, she was awarded first prize for undergraduate research from the American Council on Consumer Interest. Tara is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of North Alabama.

Born and raised in Birmingham, Tara and her husband Wayne reside close to friends and family in Crestline Park. They enjoy traveling, hosting friends, cheering on the Crimson Tide, and spending time with their dog, Todd. They attend Mountain Brook Baptist Church and enjoy serving as volunteer classroom parents at Restoration Academy.


Education &
Designations

  • University of Alabama
    Bachelor of Science in Consumer Sciences with a concentration in Consumer Affairs
    Master of Science in Financial Planning
  • CERTIFIED FINANCIAL PLANNER™ professional

Affiliations &
Community Service

  • Financial Planning Association of North Alabama – member
  • Restoration Academy – volunteer

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.