Patrick Beaudry

Patrick E. Beaudry, CFA®, CFP®, PFS
Senior Trust Advisor

801 Laurel Oak Dr

Naples, FL 34108-2180

Patrick.Beaudry@truist.com

Phone 239-598-0314

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About me

Background

Patrick Beaudry is a senior region trust advisor with GenSpring, overseeing the implementation of comprehensive financial and estate plans designed to help ultra-high net worth clients and families manage their generational wealth and achieve their long-term goals. He joined Truist in 2020 and offers over twenty years of experience working with trusts and estates for high- and ultra-high net worth clients and families. Prior to joining Truist, Beaudry was a senior wealth strategist with PNC Wealth Management and a senior resident in PNC’s Center for Financial Insight. He also worked as a director of planning for Abbot Downing, Wells Fargo’s ultra-high-net worth group, where he advised families on matters of estate planning, tax minimization, wealth transfer, asset protection, philanthropy, family governance, and other wealth needs.
Beaudry earned a degree from Florida State University and an MBA from Wake Forest University’s Babcock Graduate School of Management. He’s a Florida and North Carolina licensed CPA, Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Personal Financial Specialist, and Certified Exit Planning Advisor® (CEPA®).

Education

B.A.
Florida State University 1989
MBA
Wake Forest University – Babcock Graduate School of Management 2000

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

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