LPL Financial has gotten just a bit bigger in Texas as it welcomes a former Lincoln advisor to its ranks.
Tara Blair, a seasoned financial advisor previously affiliated with Lincoln Financial brings over 25 years of experience to her new role, reportedly managed some $215 million in assets across advisory, brokerage, and retirement plans.
Operating out of Fort Worth, Texas, Blair has a rich background in financial services, complemented by her early career in public accounting. She built up her wealth practice from scratch with a commitment to building meaningful relationships and providing a positive client experience,
Today, she focuses on delivering comprehensive financial strategies including estate, succession, investment and philanthropic planning at Sage Private Wealth Services, with a clientele that includes individuals, business owners and executives.
"We offer a total solution by accessing advanced professionals for a cross-disciplinary approach to wealth management," Blair said in a statement, emphasizing her team’s ability to “seamlessly design, implement and proactively manage comprehensive financial plans.”
Blair's decision to find a new partner in LPL was influenced by recent industry consolidations, according to the statement. Last week, Osaic said that it had completed its acquisition of Lincoln’s advisor business, worth an estimated $115 billion in assets, in a deal that was first unveiled in December.
She praised her new home firm for its robust support system. "LPL is a strong partner and Fortune 500 company that provides streamlined processes and innovative solutions for my business and clients," Blair noted.
She also highlighted the integrated technology that will enhance her clients’ experience by consolidating account information into a single platform.
Blair’s move to LPL comes on the heels of a former JPMorgan advisor joining the firm’s network by launching his own independent practice in California.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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