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Charles Pawlik of Cedar Knolls, NJ, has joined as a Vice President, Wealth Strategist. In this position, Pawlik will be responsible for working with the firm’s clients to achieve their objectives across all areas of wealth management, including investment advisory, cash flow analysis and retirement planning, education planning, risk management, tax planning and estate planning. He also serves on the Investment Committee of Beacon Investment Advisory Services.
“We are delighted to add Charles to the Beacon Trust team. His broad knowledge of financial planning coupled with his experience in investment management will greatly enhance Beacon Trust’s ability to continue delivering outstanding results for our clients,” said Valerie Murray, President, Beacon Trust.
Pawlik has more than 10 years’ experience in financial planning and investment management. Prior to joining Beacon Trust, he worked for a private wealth management firm with half of a billion dollars under management, serving as an advisor to several of the firm’s large clients. Pawlik also served as the firm’s Investment Officer.
Pawlik received a bachelor’s degree from Penn State University. He is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA). Pawlik is a member of the Financial Planning Association, the Financial Planning Association of New Jersey, the CFA Institute, and the New York Society of Security Analysts. He was recognized as a Five Star Wealth Manager in 2016 and 2017 by New Jersey Monthly Magazine. Pawlik is a frequent contributor, and has been quoted in numerous articles on financial planning and wealth management.
About Beacon Trust
Beacon Trust Company is a wholly owned subsidiary of Provident Bank which, in turn, is a subsidiary of Provident Financial Services, Inc. (NYSE:PFS), which reported assets of $9.51 billion as of March 31, 2017. Provident Bank maintains a network of full service branches throughout northern and central New Jersey as well as eastern Pennsylvania.