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

Valerie O. Murray

Patricia Hall

Cfp® Melissa M. Raimundo

Cfp® Diane Allard

Antonia Pancel-Cipric

Dawn Avallone

Denis Belinskiy

Meaghan Dibiase

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.

Portfolio Management Team

Leadership Team

Trust and Relationship Management

Portfolio Management Team

About

Team members

Other teams at Beacon Trust

Leadership Team

Trust and Relationship Management