Patrick Murdock

Patrick Murdock
Vice President Wealth Private Banking Advisor Truist Bank

919 E Main St

Richmond, VA 23219

patrick.murdock@truist.com

Phone 804-782-8867

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About me

Background

Patrick joined Truist Wealth 2023 as a valuable member of the CVA/EVA brokerage sales leadership team. Prior to Truist, he started his career with RBC Wealth Management in 2014 and has over 11 years of experience in the financial services industry, specifically in private client wealth brokerage, in various roles. He has worked with a wide range of individuals including high net worth families, C-level executives as well as institutional clients 401K & 10B5-1 plans.

Patrick earned his undergraduate degree from Old Dominion University with a double major in finance & economics. He completed his MBA from ODU’s Strome College of Business with a concentration in financial analysis & valuation.

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

Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA, Financial Analysis & Valuation
Strome College of Business Old Dominion University 2014
Business Administration, Finance & Economics, B.S.
Old Dominion University 2011

Personal Interests

Patrick grew up in Richmond, Virginia attending Blessed Sacrament Huguenot Academy and currently lives in Midlothian. He enjoys spending his free time with his wife, Brittney, and two young daughters, Afton & Holly. He enjoys boating & fishing from his family’s Chesapeake Bay home in the Northern Neck and playing as much golf as possible.

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • 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

Locations

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