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Beacon Trust
Marieta Ivkovic, CFP®

Marieta Ivkovic, CFP®

Assistant Vice President
Relationship Manager

Marieta Ivkovic is an Assistant Vice President and a Relationship Manager who provides comprehensive financial planning and high quality wealth management services to her clients. Prior to joining Beacon Trust, Ms. Ivkovic worked at EY (Ernst and Young) as a senior financial planner for executives from pharmaceutical, petrochemical, and financial industries.  In particular, she has a strong background in  efficiently utilizing non-qualified plans and stock options, tax management, as well as retirement and estate planning.  Marieta holds a master’s degree in economics from Rutgers University, a bachelor’s degree in international business from Ramapo College, and is a CERTIFIED FINANCIAL PLANNER™ professional.