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June 27, 2025

Bellevue-based Vanilla, an estate planning platform for financial advisors, hired Emily Tran as vice president of marketing. Tran will lead all facets of Vanilla's marketing strategy. Tran brings over 10 years of financial services marketing experience to the role, most recently serving as head of marketing at Practifi, a CRM platform for advisory firms. Prior to that, she held senior marketing positions at Morningstar, where she led integrated campaigns that supported product growth and advisor education at scale. At Vanilla, Tran will be responsible for shaping and executing a marketing strategy that reflects the firm's mission: to make estate planning a core part of holistic financial advice. She will lead efforts across brand, product marketing, content, digital, events, and advisor communications.