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Christina Duffy, CTFA, AEP®

Christina Duffy, CTFA, AEP®

Senior Vice President 
Relationship Manager

Christina Duffy is a Senior Vice President, Relationship Manager with Beacon Trust. She is a seasoned professional with nearly 22 years of experience in the wealth management industry.  A native to NJ, she began her career in 2002 with Summit Bank & Trust Company. Over the next 20 years, Christina worked at U.S. Trust / Bank of America Private Wealth Management as a Relationship Manager as well as at Truist and Chilton Trust Company in Wealth Advisor roles.

Throughout Christina's career, she has worked closely with high-net-worth families to understand their unique needs and to develop customized strategies to help achieve their wealth management and estate planning goals.

Christina holds the NASAA/FINRA Series 65 securities license, maintains a Certified Trust and Financial Advisor (CTFA) designation, and has been named an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners and Councils.

She earned her undergraduate degree in Psychology from Montclair State University and her MBA from The McKim School of Business at Northeastern University.

Away from the office, Christina is an active volunteer in her community and serves as the Secretary of her town’s education foundation.