Ingrid is a Financial Advisor at Merritt Point Wealth Advisors. She believes in helping her clients achieve their goals by providing comprehensive investment planning through all seasons of their financial lives. Her goal is for her clients to rest easily knowing they have a solid plan in place to weather whatever challenges come their way.
She focuses on each of her client’s individual needs while navigating some of life’s biggest financial challenges. Through her extensive career, she has experienced major shifts in the markets. Ingrid has dedicated her career to delivering the personalized investment planning service her clients deserve.
Ingrid brings over 24 years of experience as a Financial Advisor to Merritt Point Wealth Advisors. She began her career at David Lerner Associates in 1996 and quickly gained her Series 7 and 63 registrations. In 2000, she joined Prudential Securities, a predecessor to Wells Fargo Advisors (WFA). In 2004, she became a Private Investment Management (PIM) Portfolio Manager, which allows Ingrid to customize portfolios to each client’s goals, risk tolerance and investment preferences.
When Ingrid is not in the office, she enjoys spending her time with her two sons, Ethan and Myles. She also enjoys cooking for friends and family as well as traveling, photography and staying active with kickboxing, hiking and yoga.
About Merritt Point Wealth Advisors: An independent practice that specializes in providing today’s modern investors with an all-encompassing, client-centric approach to wealth and investment management. Tier team of financial advisors deploys more than 85 years of combined investment experience, guiding clients through the complexities of wealth management. Merritt Point Wealth Advisors is located in Old Greenwich, Connecticut, and serves affluent investors across the country.
The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.