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Michael A. Holt, CFP®
Prior to joining Beacon Trust, Mr. Holt served as Senior Vice President, Wealth Advisor for The MDE Group. Mr. Holt joined The MDE Group in 1994 from Mahoney Cohen & Co. where, as tax manager, he specialized in personal income tax and financial planning services for high net worth individuals. Prior to that, he was a senior financial counselor at Clarfeld & Company specializing in counseling senior corporate executives. Mike spent the first nine years of his career with Deloitte & Touche. Initially, he audited brokerage firms in New York. He later moved for the firm to Saudi Arabia where he developed a specialization in individual tax planning for executives working overseas. He then returned to New York as a tax manager working with ultra high net worth individuals. Mr. Holt has a B.S. in Accounting/Finance from Cal State Long Beach and attended the Pace University M.S. Taxation Program. He is a CERTIFIED FINANCIAL PLANNER™.