Carolyn L.Larke, CFP, EA

Vice President - Estate & Trust Administration   Carolyn's L. Larke Picture Coming Soon
  • Ms. Larke came to Beacon Trust Companyfrom United States Trust Company of New York where she was a Client Relationship Officer and charitable trust specialist in the Philanthropic Advisory Services Department. Prior to this position, Carolyn was the Trust and Estate Coordinator and a Fiduciary Accountant at several New York law firms.

  • Carolyn is a graduate of New York University. She also has a Paralegal Degree from NYU, where she concentrated in Trust and Estate Planning and Administration. She is a Certified Financial Planner® and an Enrolled Agent, licensed to practice before the Internal Revenue Service. She serves on the Advisory Board of the American Heart Association.


 

Beacon Trust Company
333 Main Street, Madison, NJ 07940
(973) 377-8090