LPL Financial announced that financial advisor Tara Blair, CFP, CPA, has joined LPL Financial’s broker-dealer, RIA, and custodial platforms. She reported serving approximately $215 million in advisory, brokerage, and retirement plan assets and joins LPL from Lincoln Financial.
Based in Fort Worth, Texas, Blair has over 25 years of financial services experience following an initial public accounting career. She built her wealth management practice from the ground up by building meaningful relationships and creating positive experiences for her clients. At Sage Private Wealth Services, Blair offered sophisticated estate, succession, investment, and philanthropic strategies for affluent individuals, business owners, and executives.
In the wake of industry consolidation, Blair decided to look for a new partner for the next chapter of her business. After an in-depth due diligence process, she turned to LPL.
KEY QUOTES:
“We offer a total solution by accessing advanced professionals for a cross-disciplinary approach to wealth management. This enables my team to bring together various components of each client’s financial lives to seamlessly design, implement, and proactively manage comprehensive financial plans on an ongoing basis.”
“LPL is a strong partner and Fortune 500 company that provides streamlined processes and innovative solutions for my business and clients. I’m excited to leverage LPL’s integrated technology and have one centralized platform. Our clients will also appreciate seeing all their account information in one place. We exist for our clients, and that’s ultimately what this move is about.”
– Tara Blair
“We welcome Tara and her team to the LPL community. We are honored that she recognized LPL’s strength in the marketplace and commitment to providing end-to-end capabilities to help advisors differentiate themselves and provide great services. We look forward to a long-lasting relationship with Sage Private Wealth Services.”
– Scott Posner, LPL Executive Vice President, Business Development
