Beacon Trust
Dawn Avallone has extensive work experience in the legal and financial sectors. Dawn is currently employed as the Vice President and Trust Officer at Beacon Trust since 2018. Their previous role as an Estate Planning Attorney at the Law Offices of Jane F. Wolk, LLC from 2014 to 2018 involved assisting clients with estate planning, estate administration, and navigating the probate process. From 2008 to 2012, Dawn served as a Legal Guardian and Advocate at Lifetime Support, Inc., where they managed finances, made medical decisions, and administered special needs trusts. Dawn also worked as a Vice President and Trust Officer at UnitedTrust Bank from 1997 to 2002, handling trust administration and estate administration. Prior to this, they were an Estate Planning Attorney at Tucker, Flyer & Lewis, PC from 1995 to 1997, advising clients on estate and gift tax planning and performing estate administration tasks. Dawn began their career as an Associate Attorney at Carpenter, Bennett & Morrissey from 1992 to 1995, where they prepared wills and trusts and handled estate administration.
Dawn Avallone completed their Bachelor of Arts (B.A.) in English at Rutgers University from 1985 to 1989. Following that, they pursued a Juris Doctor (J.D.) from Rutgers Law School from 1989 to 1992.
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.