Ingrid Holder obtained a Master’s in Business Administration from Thomas Edison State University with a concentration in finance and a minor in accounting. She comes to VNFA from Merrill Lynch Bank of America, where she was a Financial Advisor, Portfolio Advisor, Investment Adviser, and Registered Representative. Ingrid is also a Licensed Insurance Agent in Pennsylvania. Ingrid joined Valley National as a Relationship Manager with 20 years of experience building client relationships dedicated to providing investment service, portfolio construction, and advice and guidance, where she quickly distinguished herself for her sharp analytical skills and client-centric approach.
Ingrid is currently working toward her Chartered Financial Consultant (ChFC) designation, striving to expand her expertise and provide valuable insights that help clients and colleagues navigate financial decisions with confidence. As an adept Relationship Manager, Ingrid blends financial acumen with a passion for fostering strong client connections.
With a career spanning over two decades in the financial services industry, Ingrid has consistently demonstrated her commitment to delivering unparalleled service and building lasting relationships. “Cultivating and maintaining meaningful relationships is essential for any organization. A single client can reshape our business trajectory, proving the profound impact of strong connections. It’s not just about the client relationship; it’s about creating a harmonious partnership built on trust and mutual understanding that evolves throughout their financial journey.”
In her spare time, Ingrid enjoys pickleball, disk golf, reading, and spending quality time with her daughter, Birdi, and her fiancée, Jesse. Their household is lively with the presence of their fur companions, Dexter, Molly, Elodie, Allura, and Bodhi. Ingrid also enjoys volunteering at various non-profit organizations. Serving those in need motivates her and gives her a sense of satisfaction and contentment. Born and raised in Florida with familial ties to North Carolina, she brings a comprehensive perspective to financial matters.
Professional Certifications
- Master of Business Administration in Finance, Thomas Edison State University
- BA- Business Administration in Finance, Thomas Edison State University
- Investment Adviser Representative, Valley National Advisers, Inc.
- Registered Representative, Valley National Investments, Inc.
- Licensed Insurance Agent, Pennsylvania
CONTACT INGRID
610-868-9000 Ext. 116
iholder@valleynationalgroup.com
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers, Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers, Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.