FUNDRAISING NEWS | May 16, 2024
Tara Blair, a seasoned financial advisor, has transitioned to LPL Financial, with Sage Private Wealth Services. Previously with Lincoln Financial, she brings with her roughly $215 million in managed assets.
Tara brings over 25 years of finance expertise to her current role at Sage Private Wealth Services. She previously honed her skills as an auditor at PricewaterhouseCoopers, where she worked with a variety of public and private companies. In the Dallas/Fort Worth region, Tara has led several finance committees and has been an active member on multiple non-profit boards. Tara holds CFP and CPA designations and is part of a five-member team that includes the seasoned consultant H. Crawford Gates, who brings more than 50 years of experience in the industry.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
