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 serves as the programs director of the Financial Planning Association of North Alabama and as the new member and onboarding chair for Rotaract Club of Birmingham. She is an active member of the Ballet Guild of Birmingham. In 2023, she was recognized by the Birmingham Business Journal as a NextGen in Money honoree.
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.
Both Birmingham natives, Tara and her husband Wayne reside in Crestline Park with their daughter and Labrador retriever. They are active members of Mountain Brook Baptist Church and volunteer together with the youth group. In her free time, Tara enjoys planning their next trip, hosting friends, and spending quality time with family.
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 – programs director
- Rotaract Club of Birmingham – new member and onboarding chair
- Ballet Guild of Birmingham – member
- Mountain Brook Baptist Church – member, youth 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.
2023 NextGen BHM: Money honors the next generation of leaders in the accounting, banking, finance, and wealth management industries in Birmingham. The awards, presented by the Birmingham Business Journal, honor individuals 30 or younger who are already making waves in the industry. Honorees are selected based on their contributions to their companies, their role in the industry, the likelihood of them becoming a key leader in the field, and their role in the community. Honorees are chosen through an independent editorial review, with selections based entirely on their merits, achievements and contributions to their organizations and local community. Commercial interests with the Business Journal are not considered. Review panels may be comprised entirely of Business Journal leadership or in combination with outside judges determined by the news department. The Business Journal’s editorial leadership has final say and approval for all awards and honorees. Neither Bridgeworth nor Savant paid a fee to be considered for this award.