Patrick Beaudry

Patrick E. Beaudry, CFA®, CFP®, PFS, CEPA
Senior Vice President Senior Trust Advisor Truist Bank

801 Laurel Oak Dr

Naples, FL 34108-2180

Patrick.Beaudry@truist.com

Phone 239-598-0314

Get directions

See all locations

About me

Background

Patrick Beaudry is a senior region trust advisor with, 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

Personal Interests

Patrick lives in Naples with his family and he enjoys hiking, running, and enjoying the outdoors.

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

Locations

Loading location info...
Return to list view

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
 Fax {4}

{0} {1}

Recommended Resources

Market PerspectiveMeasured cash deployment warranted

Get a wider view into current market events and their impact.

Market Perspective
03/26/2026
Article
03/26/2026
Market Perspective

Market PerspectiveMeasured cash deployment warranted

Get a wider view into current market events and their impact.
03/26/2026
Article
03/26/2026
Market Perspective

Market Pulse March 23, 2026

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week of March 23, 2026 highlight what we're watching and important news ahead.
03/23/2026
Article
03/23/2026
Market Pulse –March 23, 2026

Market Pulse March 23, 2026

Market views heading into the week highlight what we're watching and important news ahead.
03/23/2026
Article
03/23/2026
Market Pulse –March 23, 2026

Economic Data Tracker Jump in gasoline gouges other consumer spending

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of March 20, 2026
03/20/2026
Article
03/20/2026
Economic Data Tracker – Week 12 | Truist Wealth

Economic Data Tracker Jump in gasoline gouges other consumer spending

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
03/20/2026
Article
03/20/2026
Economic Data Tracker – Week 12 | Truist Wealth
    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    Component ID : "accordionGridLayout-1288434688"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2026 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, Truist One, Truist Marquee, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

    Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications 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.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2026, Truist. All Rights Reserved.