Tina Strachan

Transitions Consultant

Tina Strachan is a consultant in the Transitions Department at 1st Global, where she assists new advisors with transitioning their client accounts from their former broker-dealers to 1st Global; assists with moving existing accounts from one 1st Global advisor to another in the event of retirement, death, etc.; updates necessary advisor information with product sponsors; manages the Wealthscape reports and generates communications when new reports are available; manages the National Financial Services annual fee projects; and assists other departments as needed. She began her career at 1st Global in 2000 and served as a cashiering specialist, client services specialist and quality control specialist prior to her current role.

Tina received her associate’s degree in business management and accounting from Davenport University and has passed her FINRA Series 7 exam. She had not always planned to be in the financial services industry, but she’s thankful she ended up here and enjoys the variety of work that it provides her. Prior to joining 1st Global, she worked in priority services and as a transfer of assets representative at Fidelity Investments. Her years of experience in the industry and at 1st Global have allowed her the opportunity to become a mentor for many employees, providing them guidance and training to lead them toward future success.