Planning, Family Dynamics and Education
Patrick E. Beaudry
Director of Wealth Planning
Patrick Beaudry is a director of Wealth Planning at Abbot Downing in the Winston-Salem office, where he provides clients with comprehensive financial planning services.
Patrick has worked with Wells Fargo and its affiliated companies since 2000, including five years in the Evergreen Portfolio Services Group, providing portfolio management services for Estates, Trusts and high-net-worth individuals. Prior to Abbot Downing, Patrick was an associate director of Financial Planning at Wells Fargo Family Wealth. Patrick also worked for Wachovia Bank's Estate and Closely-Held Business Group, providing business valuation services for non-public and closely-held business interests.
Patrick earned a master’s degree in business administration from Wake Forest University’s Babcock Graduate School of Management and a bachelor’s degree in accounting and finance from The Florida State University.
Patrick is a holder of the right to use the Chartered Financial Analyst® designation and is a CFP® professional. He is a Certified Public Accountant (CPA), licensed in North Carolina and Florida, and has earned the Personal Financial Specialist (PFS) designation by the American Institute of CPAs. He is a member of the American Institute of Certified Public Accountants, the North Carolina Society of Chartered Financial Analysts and the Winston-Salem Estate Planning Council.
Patrick makes his home in Winston-Salem, North Carolina.