Mr. Ingram brings more than 30 years of experience in the financial services industry including owning and operating an independent broker-dealer. Steve’s business focus has been a cradle to grave relationship approach. This is accomplished by establishing long term, personal and professional connections with individual and corporate clients with an emphasis on wealth accumulation, retirement strategies, and retirement income planning. With his breadth of experience, Steve looks for ways to help every member of a family, regardless of age or income, to pursue his or her financial goals.
Steve has an electrical engineering background and graduated with an ASEET (Applied Science of Electronic Engineering Technology) degree from North Central Technical College. He is a Registered Representative (Series 7, 65) and Registered Principal (Series 24, 53) through Cetera Advisor Networks LLC, member FINRA/SIPC, a registered broker and registered investment adviser. Steve is also an Investment Adviser Representative with Financial Management Strategies, a registered investment adviser. He is licensed to sell Life, Accident & Health, and Annuity insurance in Ohio. and several other states.
Steve and his wife, Nancy, live in Canton, Ohio.