< Back To Search Results

CALL : 205-967-2110
EMAIL EMILY
SEND TO A FRIEND

Emily Lassiter

Private Wealth Advisor
Birmingham, AL

Emily Lassiter is a Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves her clients out of her office in Birmingham, Alabama (a satellite location of the company’s Montgomery branch office).

As an experienced wealth advisor to individuals, families, and businesses, Emily uses her objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. Her goal is to help those she serves have the clarity and confidence to focus on the things that matter most to them. Emily and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.

Before joining Ronald Blue Trust, Emily served as Marketing Coordinator for Capital Strategies Group, Inc. where she collaborated with producers on the development of marketing strategies and client development plans. Prior to that, she worked with Arthur J. Gallagher & Co. as a Healthcare Claims Management Specialist. In this role, she analyzed and negotiated medical malpractice claims and ascertained coverage under existing policies.

Emily earned her Bachelor of Science in Business Administration from Auburn University. She also graduated magna cum laude from the University of Alabama School of Law with her Juris Doctorate degree.

Active in her community, Emily is a member of her local church where she has led senior high school girls’ Bible studies and assisted with event planning. She is a member of the Junior League of Birmingham and has served as President of Mountain Brook Elementary Parent Teacher Organization. Emily has also spoken to several groups on the topic of grief, sharing her personal experience of dealing with the sudden loss of her husband.

Emily has two daughters and resides in Birmingham, Alabama.

Top

Copyright 2019 RonaldBlueTrust