The Beacon Team

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Adam Rubin
Client Relationship Cordinator

Adam joined Beacon Financial Partners in 2017 bringing with his over 15 years administrative experience.

Adam currently assists the Chief Operating Officer and the Chief Executive Officer supporting the daily operations of the firm. He also acts as the firms liaison between clients and the firm.

Further Information regarding our firm and its investment professionals can be found on Form ADV, Form CRS, And FINRA’s BrokerCheck.