Emily Lassiter, J.D.

Senior Private Wealth Advisor

I grew up in Montgomery, AL and received my business degree from Auburn University before graduating from the University of Alabama School of Law Magna Cum Laude in 2000.

After graduation, I went into private practice for several years before managing pending litigation for a captive insurance group that insured long-term care facilities.

In 2018 I made the decision to shift my career and become a financial advisor. I lost my husband in 2013 in an accident and learned firsthand the value of having a trusted advisor to help you devise a long-term plan and carry it out. As a result, my practice leans heavily towards planning.

I enjoy getting to know my clients, learning about their goals and dreams. My passion is empowering them to craft and implement a plan to achieve their goals.

When not serving clients, I spend my time parenting my two teenage daughters. We love to travel and explore all that the world has to offer. My goal with my children is the same as it is with my clients: to give them the tools they need to face any situation that life brings and to do so gracefully and integrity.

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