RBC Capital Markets
46yrs
Top advisor by experience in Frisco
19yrs
Suzanne Ingram has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Frisco, Texas. Suzanne has been with Merrill since 2009; before that, Suzanne spent two years at Banc of America Investment Services. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 808 advisors with offices in Frisco, and one of 767 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 63% of advisors in Texas
Office1 Cowboys Way, Frisco, TX 75034
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMerrillCurrent firm
- Dec 2007 – Oct 2009Banc of America Investment Services, Inc.Previously
Contact Suzanne
Local office(940) 297-6900Ask for Suzanne. (800) 637-7455Main office · New York, NY 1 Cowboys WayFrisco, TX 75034Office · Get directions
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Questions to ask Suzanne
Tailored to Suzanne’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Suzanne
How do I contact Suzanne?
Call Suzanne’s local office at (940) 297-6900 or the Merrill main office at (800) 637-7455, and ask for Suzanne Ingram.
How long has Suzanne been a financial advisor?
Suzanne has been in the industry since 2007, about 19 years. More experience than 63% of advisors in Texas.
What licenses does Suzanne hold?
Series 66. Tap any license on this page to see what it allows.
Is Suzanne a fiduciary?
Suzanne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Suzanne paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Suzanne for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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