With over 20 years of experience in the financial services industry, I am a Certified Financial Planner (CFP) and the Head of Financial and Investment Strategy at Beacon Trust Company. In this role, I oversee the financial planning team and provide comprehensive and customized financial solutions to high-net-worth clients. I also work closely with the investment, trust, tax, and banking teams to deliver integrated and holistic wealth management services. Prior to this, I was the Head of Financial Planning, Trust and Financial Planning Officer and a Director of Financial Advisory Services at Beacon Trust Company, where I developed and implemented financial plans, investment strategies, and
Adam Hermon
Financial and Investment Strategy Leader
Beacon Trust
United States, New Hampshire, Salem
About Me
Profile Information
Financial and Investment Strategy Leader
Beacon Trust
Investment Team
Investor
Multi-Family Office
Salem
New Hampshire
United States
Aug 30, 2025
Work Experience
Beacon Trust
Head of Financial and Investment Strategy Sep 2011 - Present
Email: ahermon@beacontrust.com
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