Company Email Format Management

Beacon Trust

Investment Management Morristown, Nj, United States 107 employees PFS

Employees: 107
Contacts: 2
Emails: 2
Phones: 1

beacontrust.com LinkedIn

Beacon Trust Overview

Headquarters: Morristown, Nj, United States
Phone Number: Available in AeroLeads
Website: beacontrust.com
Industry: Investment Management
Employees: 107
Founded: 1988
Stock Symbol: PFS
Funding: ,
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Trust and Estate Investment Management Legacy Planning Private Banking Financial Planning Tax Planning Fiduciary

About 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.

Beacon Trust Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Beacon Trust Org Chart

Sample employees and titles

Name	Title	Location	Contact
Lee Delaporte	Senior Portfolio Manager at Beacon Trust	Jersey City, New Jersey, United States	Email Phone
Marlene Limoli, Cpa	Senior Tax Director at Beacon Trust Company		View
Bennett Macdougall	Executive Vice President, General Counsel and Corporate Secretary of Provident Financial Services, Inc. (Nyse: Pfs)		View
Megan Brown	Head of Fiduciary Finance at Beacon Trust Company	Greater Reno Area, United States	Email