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    Beacon Trust

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    Description

    • We understand that you have big financial goals. Now, those goals are in reach. Based out of Morristown, New Jersey; Beacon Trust is a full service wealth management firm with approximately $2.5 billion in assets under administration and decades of proven success, solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning - based on your financial risk preference, not ours.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.As a wholly-owned subsidiary of Provident Bank, Beacon provides a comprehensive suite of financial services designed for flexibility and solid investment performance, including wealth management, trust and estate administration, family office, institutional services and private banking.
    • location

      Headquarters:163 Madison Avenue , Morristown, New Jersey, United States

      More
    • Beacon Trust phone

      Phone Number: +1 866-377-8090

    • Beacon Trust website

      Website: https://www.beacontrust.com

    • Beacon Trust employees

      Employees:51

    • Beacon Trust revenue

      Revenue:$50 - 100M

    • Beacon Trust legal name

      Legal Name:Beacon Trust

    • Beacon Trust's Social Media

      Beacon Trust linkedin
    • done Is this data correct?

    • |  NAICS Code: 522110  |

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    Person level website identification

    Chief Fiduciary Officer for Beacon Trust

    Antonia Pancel-Cipric

    Chief Fiduciary Officer

    Person level website visitor identification

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    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Antonia Pancel-Cipric

    Chief Fiduciary Officer

    Valerie Murray

    President

    Dawn Avallone

    Vice President And Trust Officer

    Ja'net Hannah

    Vice President

    Diane Allard

    Vice President, Portfolio Manager

    Frequently Asked Questions regarding Beacon Trust

    • Where are Beacon Trust's Headquarters?

      Beacon Trust's Headquarters are in 163 Madison Avenue ,Morristown,New Jersey,United States

    • What is Beacon Trust's phone number?

      Beacon Trust's phone number is +1 866-377-8090

    • What is Beacon Trust's official website?

      Beacon Trust's official website is https://www.beacontrust.com

    • What is Beacon Trust's Revenue?

      Beacon Trust's revenue is $50 - 100M

    • What is Beacon Trust's NAICS code?

      Beacon Trust's NAICS code is 522110

    • How many employees are working in Beacon Trust

      Beacon Trust has 51 employees

    • What is Beacon Trust's Industry?

      Beacon Trust is in the industry of Investment Management

    • Who is Beacon Trust's Chief Fiduciary Officer?

      Beacon Trust's Chief Fiduciary Officer is Antonia Pancel-Cipric

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