AeroLeads people directory · profile
Taylor Lassiter Email & Phone Number
Financial Advisor, Senior Associate
at
Vanguard
1 work email found
@jpmchase.com
1 phone found area 803
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor, Senior Associate
Location
Charlotte, North Carolina, United States
Company size
Who is Taylor Lassiter? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Taylor Lassiter is listed as Financial Advisor, Senior Associate at Vanguard, a company with 25515 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at jpmchase.com, phone signal with area code 803, and a matched LinkedIn profile for Taylor Lassiter.
Taylor Lassiter previously worked as National Financial Solutions Advisor at Merrill Edge and Relationship Banker at J.P. Morgan Chase Bank, N.A.. Taylor Lassiter holds Juris Doctor (J.D.), Law from University Of South Carolina School Of Law.
Company email context
Email format at Vanguard
This section adds company-level context without repeating Taylor Lassiter's masked contact details.
{first}.{last}@jpmchase.com
86% confidence
AeroLeads found 1 current-domain work email signal for Taylor Lassiter. Compare company email patterns before reaching out.
Profile bio
About Taylor Lassiter
Taylor Lassiter is a Financial Advisor, Senior Associate at Vanguard. They possess expertise in probate law, revocable trusts, deeds, preparation of wills, retirement accounts and 25 more skills.
Listed skills include Probate Law, Revocable Trusts, Deeds, Preparation Of Wills, and 26 others.
Current workplace
Taylor Lassiter's current company
Company context helps verify the profile and gives searchers a useful next step.
Vanguard
6 roles
Taylor Lassiter work experience
A career timeline built from the work history available for this profile.
National Financial Solutions Advisor
Relationship Banker
J.P. Morgan Chase Bank, N.A.
Aug 2020 - Dec 2022
Financial Advisor
I work with individual investors, employees, and small business owners to provide a customized, comprehensive financial strategy for every situation.
Feb 2019 - Feb 2020
Associate
Draft estate planning, probate, and business formation documents. Research estate planning and probate issues. Handle tax filings with the IRS.
Jul 2016 - Feb 2019
Law Clerk
Legal research and writing used to assist supervising attorney with business, employment, and insurance law cases.
Jun 2014 - Aug 2014
Team & coworkers
Colleagues at Vanguard
Other employees you can reach at vanguard.com. View company contacts for 25515 employees →
ZB
Zhao Bo (E-Mail)
Colleague at Vanguard
Malvern, Pennsylvania, United States, United States
View →
FL
Finnion Lahiffe
Colleague at Vanguard
Hitchin, England, United Kingdom, United Kingdom
View →
NK
Navya Kommareddy
Colleague at Vanguard
Charlotte, North Carolina, United States, United States
View →
KF
Kassandra Forster
Colleague at Vanguard
Tempe, Arizona, United States, United States
View →
BF
Brian Farrell
Colleague at Vanguard
Clover, South Carolina, United States, United States
View →
LN
Luke Neely, Cfp®
Colleague at Vanguard
Charlotte Metro, United States, United States
View →
KA
Kendra A. Lux
Colleague at Vanguard
Scottsdale, Arizona, United States, United States
View →
JP
Jeff Poitras
Colleague at Vanguard
Phoenix, Arizona, United States, United States
View →
AF
Angela Felton
Colleague at Vanguard
Charlotte Metro, United States
View →
GT
Gretchen Thompson
Colleague at Vanguard
Spring City, Pennsylvania, United States, United States
View →
Zhao Bo (E-Mail)
Colleague at Vanguard
Malvern, Pennsylvania, United States, United States
View →
FL
Finnion Lahiffe
Colleague at Vanguard
Hitchin, England, United Kingdom, United Kingdom
View →
NK
Navya Kommareddy
Colleague at Vanguard
Charlotte, North Carolina, United States, United States
View →
KF
Kassandra Forster
Colleague at Vanguard
Tempe, Arizona, United States, United States
View →
BF
Brian Farrell
Colleague at Vanguard
Clover, South Carolina, United States, United States
View →
LN
Luke Neely, Cfp®
Colleague at Vanguard
Charlotte Metro, United States, United States
View →
KA
Kendra A. Lux
Colleague at Vanguard
Scottsdale, Arizona, United States, United States
View →
JP
Jeff Poitras
Colleague at Vanguard
Phoenix, Arizona, United States, United States
View →
AF
Angela Felton
Colleague at Vanguard
Charlotte Metro, United States
View →
GT
Gretchen Thompson
Colleague at Vanguard
Spring City, Pennsylvania, United States, United States
View →
2 education records
Taylor Lassiter education
Juris Doctor (J.D.), Law
Bachelor Of Arts (B.A.), Political Science And Government
FAQ
Frequently asked questions about Taylor Lassiter
Quick answers generated from the profile data available on this page.
What company does Taylor Lassiter work for?
Taylor Lassiter works for Vanguard.
What is Taylor Lassiter's role at Vanguard?
Taylor Lassiter is listed as Financial Advisor, Senior Associate at Vanguard.
What is Taylor Lassiter's email address?
AeroLeads has found 1 work email signal at @jpmchase.com for Taylor Lassiter at Vanguard.
What is Taylor Lassiter's phone number?
AeroLeads has found 1 phone signal(s) with area code 803 for Taylor Lassiter at Vanguard.
Where is Taylor Lassiter based?
Taylor Lassiter is based in Charlotte, North Carolina, United States while working with Vanguard.
What companies has Taylor Lassiter worked for?
Taylor Lassiter has worked for Vanguard, Merrill Edge, J.P. Morgan Chase Bank, N.A., Edward Jones, and Williamson Law Office, Pllc.
Who are Taylor Lassiter's colleagues at Vanguard?
Taylor Lassiter's colleagues at Vanguard include Zhao Bo (E-Mail), Finnion Lahiffe, Navya Kommareddy, Kassandra Forster, and Brian Farrell.
How can I contact Taylor Lassiter?
You can use AeroLeads to view verified contact signals for Taylor Lassiter at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did Taylor Lassiter attend?
Taylor Lassiter holds Juris Doctor (J.D.), Law from University Of South Carolina School Of Law.
What skills is Taylor Lassiter known for?
Taylor Lassiter is listed with skills including Probate Law, Revocable Trusts, Deeds, Preparation Of Wills, Retirement Accounts, College Savings, Life Insurance, and Estate And Legacy Strategies.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Taylor Lassiter you were looking for.
View similar profiles
