Beacon Trust
Diane Allard is a Vice President and Portfolio Manager at Beacon Trust, where Diane helps clients achieve their financial goals through investment strategies. Prior to joining Beacon Trust, Diane worked as a Project Manager at Procom and as a Vice President and Portfolio Manager at TD Wealth Management. Diane has experience in managing investment portfolios for high net worth and institutional clients, as well as launching and managing money market funds. Diane has also worked as a Head Trader at Summit Bank and as a Municipal Bond Trading Assistant at United Jersey Bank. Diane holds a B.A. from Rutgers University.
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Beacon Trust
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.