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Former Lincoln Financial Adviser With $215 Million Assets Joins LPL Financial

Tara Blair

Financial adviser Tara Blair, CFP, CPA, recently joined LPL Financial’s broker-dealer, registered investment adviser, 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 more than 25 years of experience in financial services following an initial career in public accounting. 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 provides sophisticated estate, succession, investment, and philanthropic strategies for affluent individuals, business owners, and executives.

“We offer a total solution by accessing advanced professionals for a cross-disciplinary approach to wealth management,” Blair said. “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.”

In the wake of industry consolidation, Blair decided to look for a new partner for the next chapter of her business. She turned to LPL after an in-depth due diligence process.

“LPL is a strong partner and Fortune 500 company that provides streamlined processes and innovative solutions for my business and clients,” Blair said. “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.”

LPL welcomed a team serving approximately $860 million in advisory, brokerage, and retirement plan assets from Lincoln Financial last month.

“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 advisers differentiate themselves and provide great services. We look forward to a long-lasting relationship with Sage Private Wealth Services,” said Scott Posner, executive vice president of business development.

LPL Financial Holdings Inc. serves nearly 23,000 financial advisers, including advisers at approximately 1,100 enterprises and 570 registered investment adviser firms nationwide. Headquartered in San Diego, its total advisory and brokerage assets totaled more than $1.44 trillion as of March 31, 2024.

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