Business Development

Barnard Ingram

Assistant Vice President, Business Development


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Barnard’s current role and responsibilities include the day to day management of all aspects of business development sales, staff development, sales reporting, problem solving, budgeting and planning, and execution of the business development sales processes and mandates. In conjunction with other departments, Barnard’s role is to provide an environment and culture where qualified firms and advisors are irresistibly attracted to our firm.

Barnard joined the firm in 2002 and has more than 14 years experience in the financial and wealth management industry. He has earned numerous licenses, certifications and achievements throughout his distinguished career. His broad range of positions throughout his career includes VP of Business Development, National Senior Sales Director, Supervisory Principal, Coach, Trainer, District Manager and Personal Financial Planner.

Barnard has been instrumental in developing and implementing financial curriculum for schools and religious organizations. He has served on numerous advisory councils and panels throughout his financial career. One of his most recent personal accomplishments is the completion of his book, “Living Life On Your Terms….My Personal Journey On The Effects of Aging In America”.

Prior to his financial career, Barnard served proudly as an officer in the US Navy during Operation Desert Shield/Desert Storm. He attended The Citadel Military College and received his undergraduate degree from Florida A&M University in 1990. He is now currently enrolled in The American College in pursuit of additional knowledge and skills.

Barnard married his college sweetheart in 1992. They have two talented children and reside in the Dallas area.

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