AeroLeads people directory · profile
Patrick E. Beaudry Email & Phone Number
Sr. Regional Trust Advisor at Truist Private Wealth
at
Truist Wealth
1 work email found
@pnc.com
1 phone found area 612
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Regional Trust Advisor at Truist Private Wealth
Location
Naples, Florida, United States
Company size
Who is Patrick E. Beaudry? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick E. Beaudry is listed as Sr. Regional Trust Advisor at Truist Private Wealth at Truist Wealth, a with 1736 employees, based in Naples, Florida, United States. AeroLeads shows a work email signal at pnc.com, phone signal with area code 612, and a matched LinkedIn profile for Patrick E. Beaudry.
Patrick E. Beaudry previously worked as Sr. Regional Trust Advisor at Truist Wealth and Senior Wealth Strategist at Pnc. Patrick E. Beaudry holds Mba, Securities Analysis from Wake Forest University School Of Business.
Company email context
Email format at Truist Wealth
This section adds company-level context without repeating Patrick E. Beaudry's masked contact details.
pbeaudry@pnc.com
76% confidence
AeroLeads found 1 current-domain work email signal for Patrick E. Beaudry. Compare company email patterns before reaching out.
Profile bio
About Patrick E. Beaudry
A highly accomplished and results-oriented financial services manager with demonstrated expertise in financial planning, wealth management strategy, taxation and tax planning, inter-generational wealth transfer strategies, educational presentations and curriculum development, investment portfolio management, and tax preparation. Leverages strong understanding of financial planning concepts, with the ability to convey complex ideas in an easy-to-understand way for both internal and external audiences. An analytical top-performer who assesses financial needs and matches client goals with actionable solutions that deepen client relationships and further client and organizational objectives.
Listed skills include High Net Worth Individuals, Investment Projection, Cash Flow Analysis, Estate Planning, and 15 others.
Current workplace
Patrick E. Beaudry's current company
Company context helps verify the profile and gives searchers a useful next step.
Truist Wealth
8 roles · 31 years
Patrick E. Beaudry work experience
A career timeline built from the work history available for this profile.
Sr. Regional Trust Advisor
Current
May 2020 - Present
Senior Wealth Strategist
Oct 2019 - May 2020
Vice President, Senior Resident - Center For Financial Insight
Produce thought leadership publications that bridge thought to action for high net worth and ultra-high net worth clients, prospects and centers of influence. Served as subject matter expert regarding taxation and multi-generational wealth transfer strategies. Produced and presented updates and educational materials for clients and internal partners on advanced planning topics including tax reform and business succession planning.
2018 - Dec 2018
Director, Financial Planning
Provide comprehensive, multi-generational financial and estate planning services for ultra-high net worth client families with average net worth of $50MM+. Authored thought leadership articles for national publications, including Trusts and Estates magazine and WealthManagement.com.
Apr 2007 - Dec 2017
Senior Portfolio Manager
Managed over 1,100 Trust and Estate accounts with total investment value in excess of $1 Billion. Performed investment research and reviewed the research of others regarding current and proposed portfolio holdings within a diversified portfolio framework. Communicated with clients and others regarding investment performance and investment recommendations.
2003 - 2007
~4 yrs
Investment Manager - Estate And Closely Held Business Unit
Valued and reviewed over 50 closely held business interests with total value in excess of $75,000,000 using a variety of pricing techniques including discounted cash flows, net asset value, and market comparables. Managed investments for over 100 estate and trust accounts with total marketable investment value of over $83,000,000
2000 - 2003
~3 yrs
Professional Accounts Auditor Ii
Performed operational, financial, and Federal compliance audits of various state agencies, including the Department of Insurance and Department of Banking and Finance to determine economy and efficiency of operations, compliance with Federal and State regulations, and accuracy of financial records. Communicated results of testing to superiors and to management within state agencies, including Departmental Secretaries.
1996 - 1998
~2 yrs
2 education records
Patrick E. Beaudry education
Mba, Securities Analysis
Wake Forest University School Of Business
Bs, Accounting And Finance
Florida State University - College Of Business
FAQ
Frequently asked questions about Patrick E. Beaudry
Quick answers generated from the profile data available on this page.
What company does Patrick E. Beaudry work for?
Patrick E. Beaudry works for Truist Wealth.
What is Patrick E. Beaudry's role at Truist Wealth?
Patrick E. Beaudry is listed as Sr. Regional Trust Advisor at Truist Private Wealth at Truist Wealth.
What is Patrick E. Beaudry's email address?
AeroLeads has found 1 work email signal at @pnc.com for Patrick E. Beaudry at Truist Wealth.
What is Patrick E. Beaudry's phone number?
AeroLeads has found 1 phone signal(s) with area code 612 for Patrick E. Beaudry at Truist Wealth.
Where is Patrick E. Beaudry based?
Patrick E. Beaudry is based in Naples, Florida, United States while working with Truist Wealth.
What companies has Patrick E. Beaudry worked for?
Patrick E. Beaudry has worked for Truist Wealth, Pnc, Abbot Downing, Wachovia Bank, and Wachovia Corp.
How can I contact Patrick E. Beaudry?
You can use AeroLeads to view verified contact signals for Patrick E. Beaudry at Truist Wealth, including work email, phone, and LinkedIn data when available.
What schools did Patrick E. Beaudry attend?
Patrick E. Beaudry holds Mba, Securities Analysis from Wake Forest University School Of Business.
What skills is Patrick E. Beaudry known for?
Patrick E. Beaudry is listed with skills including High Net Worth Individuals, Investment Projection, Cash Flow Analysis, Estate Planning, Portfolio Management, Financial Planning, Investments, and Wealth Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial