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Meghan Stein

Meghan Stein V1

Meghan Stein

Vice President, Relationship Manager

Meghan Stein is a Relationship Manager at Beacon Trust. She works closely with individuals and families to provide comprehensive wealth management and financial planning guidance tailored to their unique circumstances, goals, and priorities. Drawing on her experience at Goldman Sachs and Beacon Trust, Meghan brings expertise in financial planning, investment management, and client service. She takes a collaborative, relationship-driven approach, partnering with clients and their other professional advisors, including estate planning attorneys and CPAs, to help coordinate the many aspects of their financial lives.

Meghan earned her Bachelor of Science in Business Administration with a concentration in Finance and holds an MBA in Finance from Fairleigh Dickinson University. She is dedicated to developing long-term relationships with clients and their families and providing thoughtful guidance as their financial needs evolve over time.