Tara H. Ingram
CFP®, MS
Financial Advisor
The relationship between a client and an advisor is built upon the foundation of vulnerability, integrity, and trust.
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Education &
Affiliations &
Tara is a financial advisor in Savant’s Birmingham, AL office.
As a CERTIFIED FINANCIAL PLANNER® professional, Tara is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
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 is a member of the Financial Planning Association of North Alabama.
Tara earned a bachelor of science degree in consumer sciences with a concentration in consumer affairs and a master of science (MS) 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.
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 (MS) 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.