Wealth Management – Opportunities and Challenges in 2022

Guest: Valerie O. Murray, President, Beacon Trust


Podcast Show Notes:

Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking topics. TMIB is available on the last Wednesday of every month here, or wherever you get your podcasts, for your listening enjoyment. Join us on your commute, at your desk, or at home.

Topic: Wealth Management – Opportunities and Challenges in 2022
Insights from Valerie O. Murray, CFP®, President, Beacon Trust

Beacon Trust (“Beacon”) is a full-service wealth management firm headquartered in Morristown, New Jersey with over $4 billion in assets under administration. Beacon provides a comprehensive offering of services, including investment advisory, financial planning, tax compliance & planning, trust & estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. Valerie O. Murray, President of Beacon, joins this podcast to discuss opportunities and challenges for Wealth Management in today’s economic and interest rate environment. Ms. Murray discusses how professional wealth management compares to other options available, and the synergies and benefits of being part of a banking organization. Listen and enjoy!

Valerie O. Murray, CFP®, President, Beacon Trust

Valerie Murray is president of Beacon Trust and also serves as chief wealth management officer for Provident Bank. She is focused on the overall delivery of wealth management services to individuals and institutions. Prior to her current role, Ms. Murray held the position of chief operating officer of Beacon Trust where she was responsible for initiatives across the organization related to client services, technology, marketing, and operations.

Ms. Murray has worked in the financial services industry for over 25 years. Prior to joining Beacon Trust in 2011, she was senior vice president and senior trust officer at U.S. Trust in New York City.

Ms. Murray serves on the Board of Directors of JBWS, a nonprofit agency providing safety, support and solutions for victims of abuse and domestic violence. In addition, Ms. Murray is a member of Young Presidents’ Organization (YPO), a global leadership community. She received a bachelor’s degree in mathematics from Bucknell University, and she is a CERTIFIED FINANCIAL PLANNER™.

This podcast relates to The Kafafian Group’s Strategic Management service. Click here for more information. 

Watch for episode 80 of This Month in Banking to be released on Wednesday, August 31st, 2022, and a new episode on the last Wednesday of every month.  

Thank you for listening!