With 22 years of experience in financial services, Tina Lynn Sage supports client service operations, insurance planning needs analysis, account administration, and the coordination of financial planning requirements.
Her work centers on helping the team deliver an organized, responsive, and professional client experience.
Tina Lynn Sage joined the Chahalis Ward Wealth Management Group at UBS in Wilmington, Delaware in December 2014 as the team’s Client Service Associate. She brings 22 years of experience in the financial services industry. Her primary role is to help insure that the team provides a world class client experience. This includes seeking to ensure the team’s effectiveness in the areas of client administration, account maintenance, account transfer, insurance planning, as well as wealth transfer. She also works closely with our CPA and Attorney partners to coordinate our client’s tax and estate planning needs. Tina specializes in insurance plan and needs analysis as well as assisting in the overall financial planning process.
Supporting insurance planning by helping assess client needs and coordinate relevant information.
Helping coordinate account updates, maintenance requests, and account transfer processes.
Contributing to the overall financial planning process through client service coordination and administrative support.
Client Service Associate | Joined December 2014
Wilmington, Delaware
Tina joined the team in December 2014, bringing her experience in financial services to a role focused on client administration, account maintenance, account transfers, insurance planning, wealth transfer, and financial planning support.
She also works closely with CPA and attorney partners to coordinate clients' tax and estate planning needs.
“When you are dealing with account changes and important financial documents, you want the process to be clear and organized. Having a professional who helps coordinate the details can make the experience feel far less stressful.”
“Good service is about more than answering questions. It is also about keeping you informed and helping you understand what needs to happen next. That kind of communication makes a real difference when dealing with financial matters.”
“I value working with professionals who take the time to listen, explain the process, and pay attention to the details. Feeling informed about the next steps makes it easier to approach financial decisions with greater clarity.”
“Financial planning can involve several people and many moving parts. Clear communication and good coordination help everyone understand their responsibilities and keep important matters moving forward.”
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