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Joseph Beaudoin

Joseph D. Beaudoin, CFA®, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

2 W Washington St

Suite 803 ,

Greenville, SC 29601-2735

Joe.Beaudoin@Truist.com

Phone 864-282-3323

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About me

Background

I’m a Senior Vice President 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™ (CFP®) professional and Chartered Financial Analyst® (CFA®), I believe in building long-term relationships based on communication, staying focused on my clients’ changing needs, and providing exemplary service and thoughtful guidance to help simplify their lives.

I seek to address my 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 my clients who are approaching retirement and concerned about preserving their lifestyles and passing their wealth to future generations, I can recommend strategies for investing, retirement income planning, and tax-efficient wealth transfer, while managing their assets and liabilities to help them achieve their goals.

I joined Truist’s predecessor firm, BB&T Scott & Stringfellow, in 2018 after 13 years at Merrill Lynch. During my time with the firm, I served as a branch manager, trainee director, complex sales manager, first vice president, and wealth management advisor, and was a member of their prestigious Chairman’s Club. Prior to working at Merrill Lynch, I was a financial advisor with Morgan Stanley for three years. I’m currently a member of the CFA Society of South Carolina. 
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

I earned a bachelor’s in finance from East Tennessee State University and an MBA from Duke University’s Fuqua School of Business. I’m married to Celeste Beard Beaudoin, an OB/GYN with a local hospital group, and we live in Greenville with our two sons, Henry and James. Celeste and I remain actively involved in local community efforts and various charities, in addition to our children’s ever-increasing extracurricular activities. In my spare time, I enjoy 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

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