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Evan Smith, CFP®
Associate Relationship Manager
Evan is an Associate Relationship Manager at Beacon Trust and part of the wealth advisory team. He is responsible for building comprehensive financial plans and providing client support. Prior to joining the firm, Evan served as a financial planning analyst at a private wealth management firm where he worked with clients regarding investment strategy and financial planning.
Graduating Magna Cum Laude from the Costakos College of Business at William Paterson University, Mr. Smith earned a degree in Financial Planning with a minor in Economics. He was also president of the financial planning organization. Evan is a CERTIFIED FINANCIAL PLANNER™ professional.