Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $4 billion in assets under administration and decades of proven success, superior solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning — always with your best interests first, that’s our fiduciary duty.

Gaining insight into your lifestyle goals, business affairs and legacy intentions requires an approach to proactive communication that involves more than just phone calls and emails. Driven by your goals, our portfolio managers and wealth advisors strive to make every interaction productive, personal and meaningful.

Beacon Trust provides a comprehensive suite of financial services designed for flexibility, including Investment Management, Sophisticated Financial Planning, Tax Advisory and Preparation, Trust and Estate Fiduciary, and Private Banking.

Investment Management

Beacon Trust

Beacon Trust's headquarters in Morristown, NJ, United States

Valerie O. Murray

Patricia Hall

Christina G. Duffy Ctfa

Cfp® Diane Allard

Zoie Silver

Dawn Avallone

Denis Belinskiy

The Leadership Team at Beacon Trust is responsible for setting the strategic vision and direction for the firm, overseeing its daily operations, and ensuring the delivery of exceptional client service. Comprised of top executives and senior managers, this team collaborates to align business goals with client needs, drive growth, and maintain the company's commitment to fiduciary duty through effective governance and innovative solutions.

Leadership Team

The Trust and Relationship Management team at Beacon Trust is responsible for fostering and maintaining strong, personalized relationships with clients. This team, composed of trust officers, wealth strategists, and relationship managers, ensures that clients' trust and estate needs are adeptly managed while aligning with their long-term financial goals. They provide tailored advice and solutions, aiming to protect and expand client assets through proactive communication and a deep understanding of individual client needs and aspirations.

Trust and Relationship Management

The Portfolio Management Team at Beacon Trust is responsible for effectively managing client investment portfolios to meet their financial goals and lifestyle aspirations. This team, consisting of Senior Portfolio Managers, Vice Presidents, and Portfolio Managers, utilizes sophisticated market analysis and tailored investment strategies to preserve and grow client assets. They collaborate with wealth advisors to ensure personalized and proactive communication, ensuring each client receives exceptional and individualized service.

Beacon Trust

Org chart

Teams

Leadership Team

Trust and Relationship Management

Portfolio Management Team

Offices

Beacon Trust

Org chart

Teams

Leadership Team

Trust and Relationship Management

Portfolio Management Team

Offices

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