Ingrid Holder has brought a wealth of knowledge and a personalized approach to her role as an Assistant Vice President and Financial Advisor since 2023. Her career spans over 20 years in client relationship management and financial services, including roles as Financial Advisor, Portfolio Advisor, Investment Adviser, and Registered Representative at Merrill Lynch Bank of America. A Licensed Insurance Agent in Pennsylvania, Ingrid specializes in investment services, portfolio construction, and personalized financial guidance. She quickly distinguished herself through her analytical acumen and client-first approach.
Ingrid holds both a Master of Business Administration and a Bachelor of Arts in Business Administration, specializing in Finance, from Thomas Edison State University. Her dedication to her clients is driven by a commitment to transparency and trust. She simplifies financial complexities, offering bespoke wealth management strategies tailored to each client’s unique needs.
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. She 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.”
Outside of the office, Ingrid enjoys pickleball, disc golf, reading, and spending quality time with family, friends, and furry companions, Dexter and Molly. Ingrid is also deeply committed to giving back to her community. She volunteers at various non-profit organizations.
Born and raised in Florida, with familial ties to North Carolina, Ingrid brings both local expertise and perspective to her role, ensuring her clients’ financial legacies are secure and optimized for long-term success.
Professional Certifications*
- B.A. — Business Administration in Finance — Thomas Edison State University, Trenton, NJ
- MBA — Finance — Thomas Edison State University, Trenton, NJ
- Investment Adviser Representative, Valley National Advisers, Inc.
- Registered Representative, Valley National Investments, Inc.
- Licensed Insurance Agent, Pennsylvania
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license 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. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*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. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent. Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: 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. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.