Joseph D. Beaudoin,
CFA®
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
2 W Washington St
8th Floor,
Greenville, SC 29601-2735
About me
Background
Joseph D. Beaudoin is a Managing Director and Financial Advisor, drawing on a breadth of experience, education, and knowledge to tailor wealth management strategies to the unique needs of affluent families, individuals, and business owners. As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Analyst® designee, he believes in building long-term relationships based on communication, staying focused on his clients’ changing needs, and providing exemplary service and thoughtful guidance to help simplify their lives.
Joseph seeks to address his clients’ complex issues in a simplified manner, delivering customized investment management, estate planning services, and retirement income planning strategies in a plan that best aligns with their resources and objectives.
For clients who are approaching retirement and are concerned about preserving their lifestyles and passing their wealth to future generations, he can recommend strategies for investing, retirement income planning, and tax-efficient wealth transfer*, while managing their assets and liabilities to help them address their goals.
Joseph joined Truist in 2018 after 13 years at Merrill Lynch. During his time with the firm, he served as a branch manager, trainee director, complex sales manager, first vice president, and wealth management advisor, and was a member of their Chairman’s Club. Prior to working at Merrill Lynch, he was a financial advisor with Morgan Stanley for three years. He is currently a member of the CFA Society of South Carolina.
Education
Personal Interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Top-notch service delivery and support for the private banking needs of business-owners
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
