Erin Ann Zavislak
Youngsville
Summary
Dynamic trust, administration, and wealth planning professional with a proven track record in managing and expanding client relationships within collaborative team environments. Possesses 13 years of extensive experience in leadership, relationship management, trust administration, financial planning, and sales, all focused on driving growth and enhancing client satisfaction. Committed to serving multigenerational families and eager to leverage expertise in a client-facing role that fosters meaningful connections and delivers exceptional service. Dedicated to creating tailored solutions that address the unique needs of clients while contributing to overall organizational success.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Product Counsel, Estate Product Owner
Holistiplan
12.2024 - 08.2025
- Developed and executed the strategic product plan and tactical roadmap to advance the solution from prototype through beta testing phases to soft launch within 9 months.
- Led cross-functional teams to define product vision and roadmap aligned with business objectives.
- Increased team efficiency by streamlining processes and optimizing workflows for cross-functional collaboration.
Director, Head of Retail Advice Compliance
The Vanguard Group, PA
10.2023 - 10.2024
- Established and executed the strategic compliance agenda and inspection schedule.
- Provided proactive advice and guidance to business leaders to achieve business objectives in a risk informed manner.
- Managed responses to regulatory inquiries, including those from the SEC and OCC.
- Compliance Director overseeing Vanguard’s UHNW and HNW discretionary and non-discretionary fiduciary offerings, including services delivered by Vanguard’s Trust Administration Group, Wealth and Estate Strategists, and Financial Advisors.
- Trust Officer/Senior Leader, Wealth Management and Trust Administration
- Fiduciary Officer overseeing all administrators across client segments nationwide. Chair of the Discretionary Action Committee and New Business Acceptance Committee and voting member of the Trust Administration Committee.
Trust Officer & Senior Leader, Wealth Management
The Vanguard Group Inc.
10.2020 - 10.2023
Senior Trust Officer and Manager, Trust Sales and
The Vanguard Group, Inc.
07.2017 - 10.2020
Senior Trust Officer
The Vanguard Group Inc.
10.2015 - 07.2017
Vice President & Senior Trust Officer
Security National Trust Co., WV
11.2013 - 09.2015
- Partnered with financial advisors, brokers, and referral partners to deepen and develop client-relationships in alignment with company goals.
- Administrator for 130 client relationships in a family office setting ($1 billion AUA in trust).
Vice President & Wealth Advisor
Iberia Wealth Advisors, FL
04.2012 - 11.2013
- Collaborated with financial advisors and retail banking partners to strengthen client relationships and grow wallet share in alignment with company objectives.
- Administered the bank’s largest fiduciary relationship in the Florida Market ($2 billion AUA in trust).
Education
Juris Doctor -
St. Thomas University College of Law
FloridaB.A. - Political Science
King’s College
PennsylvaniaSkills
- Estate Planning, Estate & Trust Administration, Multi-Generational Wealth Planning, Family Office Collaboration, Relationship Management, Charitable Gifting, Fiduciary Income Tax, Financial Planning, Investment Management, Risk Mitigation, Regulatory Compliance, Strategic Partnerships, Consultative Sales, Operational Effectiveness, Training and Mentorship, Product Development and Marketing
Certification
Florida Bar; Certified Financial Planner
SPEAKING ENGAGEMENTS
- Holistiplan, Tax Planning Summit (2025)
- Vanguard, UHNW Wealth Management Webcasts (2017, 2018, 2022)
- Vanguard, Family Matters Conference (2017, 2022)
- On Money with Pete Holloway, West Liberty Public Television (2014, 2015)
Timeline
Senior Product Counsel, Estate Product Owner
Holistiplan
12.2024 - 08.2025
Director, Head of Retail Advice Compliance
The Vanguard Group, PA
10.2023 - 10.2024
Trust Officer & Senior Leader, Wealth Management
The Vanguard Group Inc.
10.2020 - 10.2023
Senior Trust Officer and Manager, Trust Sales and
The Vanguard Group, Inc.
07.2017 - 10.2020
Senior Trust Officer
The Vanguard Group Inc.
10.2015 - 07.2017
Vice President & Senior Trust Officer
Security National Trust Co., WV
11.2013 - 09.2015
Vice President & Wealth Advisor
Iberia Wealth Advisors, FL
04.2012 - 11.2013
B.A. - Political Science
King’s College
Juris Doctor -
St. Thomas University College of Law