Patrick E. Beaudry
Sr. Regional Trust Advisor at Truist Private Wealth
- Role
- Sr Regional Trust Advisor at Truist Wealth
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Patrick E. Beaudry
A highly accomplished and results-oriented financial services manager with demonstrated expertise in financial planning, wealth management strategy, taxation and tax planning, inter-generational wealth transfer strategies, educational presentations and curriculum development, investment portfolio management, and tax preparation. Leverages strong understanding of financial planning concepts, with the ability to convey complex ideas in an easy-to-understand way for both internal and external audiences. An analytical top-performer who assesses financial needs and matches client goals with actionable solutions that deepen client relationships and further client and organizational objectives.
Experience
Sr Regional Trust Advisor
May 2020 — Present · Naples, FL, US
Education
Wake Forest University School of Business
MBA, Securities Analysis
1998 — 2000
Florida State University - Herbert Wertheim College of Business
BS, Accounting and Finance
1986 — 1989
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