Beacon Trust
Mike Holt is a seasoned wealth management professional with extensive experience in providing comprehensive financial services to high net worth individuals, particularly current and retired corporate executives. Since April 2015, Mike has served as a Wealth Strategist at Beacon Trust, following a notable tenure at The MDE Group, Inc. as a Wealth Management Strategist from July 1994 to March 2015. Prior experience includes roles as a Tax Manager at Mahoney Cohen and Clarfeld Financial Advisors, where Mike focused on financial planning and tax services for top executives and expatriate clients. Mike began a career in financial services at Deloitte & Touche, handling audits for financial institutions. Educational qualifications include a BS in Accounting, Finance, and Economics from California State University, Long Beach, and studies at Pace University's Lubin School of Business.
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.