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Meet Our Team

Donald Marks headshot

Donald Marks, MS, CLTC, LACP

Financial Advisor

Professional Expertise

Don is the co-founder and principal of Ingram & Marks Financial Resources and specializes in retirement planning and investment services for corporate professionals, executives and business owners. Through his educational and consultative process, he helps clients clarify their goals and then works with them to craft a solution to achieve those goals. Ultimately, this process empowers the clients and gives them confidence in their ability to navigate the future and have a comfortable retirement.

Awards and Accomplishments

Don is Certified in Long-Term Care (CLTC designation) and is a Life and Annuity Certified Professional (LACP designation). He has been a member of the prestigious Million Dollar Round Table (MDRT)* since 2021, and he has earned numerous awards that recognize his results in building strong client relationships. Although Don works with a variety of financial companies, the majority of his work is through New York Life, NYLIFE Securities LLC and Eagle Strategies LLC due to those companies' vast array of services and solutions to best meet the needs of his clients.

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

Community Involvement

Don is an active member of the Tampa Bay Rough Riders, modeled after Teddy Roosevelt’s 1st U.S. Volunteer Cavalry Regiment. This charity perpetuates a living memorial to the accomplishments of President Theodore Roosevelt and the members of his Regiment through education, a museum and their charitable work providing goods, services, volunteer hours, scholarships and funds to dozens of other charity and organizations throughout the Tampa Bay area and the country.

Personal Life

Don and his family like to travel the world to experience different cultures, architecture, dining and “local” experiences, beyond those usually enjoyed by tourists. They feel fortunate to live in the Tampa Bay area and are frequently seen boating on the Gulf of Mexico, Tampa Bay and various rivers, and are very focused on wildlife and nature conservation efforts. They also enjoy attending sporting events and musical theater, holding season tickets to sports teams and performing arts centers.


Steve Ingram headshot

Steve Ingram

Financial Services Professional

Let me put my experience to work for you

The most important thing to know about me is that I’m committed to finding the right financial solutions for my clients. Here are a few other things about me. 

As a financial professional, I am able to offer you guidance that can help you achieve your dreams and goals. I’m dedicated to providing a transparent and responsive approach to helping my clients protect and secure the financial futures for themselves and their loved ones. In addition to my experience and expertise, my clients can expect professionalism and respect.

As a proud resident of Tampa, FL, I have a vested interest in seeing my community thrive. When working with me, I’m happy to share all the resources and information that I have available.

When I’m not working with my clients, I enjoy the following hobbies: golfing and traveling. I’m also an active member of my community and regularly help the elderly and volunteer at local non-profit.

Now I’d like to hear your story and get started on a strategy to help you reach your financial goals.


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Get in Touch

813-244-3040
don@IngramMarks.com
steve@IngramMarks.com

Our Location

3000 Bayport Drive, Suite 1100
Tampa, FL 33607

Disclosure

Donald Marks(CA Insurance License #0L45686) and Steven Ingram are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA, FL, IL, NC, NY, SC, and TX. No insurance business may be conducted outside these states referenced.

Donald Marks and Steven Ingram are Registered Representative of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, IL, NC, NY, and SC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

INGRAM & MARKS FINANCIAL RESOURCES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither INGRAM & MARKS FINANCIAL RESOURCES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • ABOUT
    • Meet Our Team
    • Strategic Alliances
    • Our Process
  • EXPERTISE
    • Services for Individuals and Families
    • Services for Business Owners
    • Services for Pre-Retirees and Retirees
    • Investment Management
  • EDUCATION
    • Investment Newsletter
    • Calculators
    • Helpful Links
  • CLIENT LOGIN
    • Eagle Strategies
    • NYLI Funds
    • New York Life
  • CONTACT US
    • Location and Contact
    • Schedule a Meeting

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