Joseph Beaudoin

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

Joe.Beaudoin@Truist.com

Phone 864-282-3323

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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. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 

*Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's of Business Administration in Finance
East Tennessee State University 1997 2001
Master's of Business Administration
Fuqua School of Business at Duke University 2005 2007

Personal Interests

Joseph earned a bachelor’s in finance from East Tennessee State University and an MBA from Duke University’s Fuqua School of Business. He’s married to Celeste Beard Beaudoin, an OB/GYN with a local hospital group; they live in Greenville with their two sons, Henry and James. He and Celeste remain actively involved in local community efforts and various charities, in addition to their children’s ever-increasing extracurricular activities. In his spare time, he enjoys golfing and bird hunting.

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 and/or wealth 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

Locations

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