Patrick E. Beaudry

Patrick is a director of Wealth Planning at Abbot Downing, a business of Wells Fargo Bank, N.A., providing multigenerational family wealth planning services for ultra-affluent clients of the firm. Patrick has published multiple articles on advanced wealth transfer planning, including the recent “Portability of the Unused Spousal Exclusion,” available through the website. He is a Certified Public Accountant (Licensed in North Carolina and Florida) and holds the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.

Patrick holds the CFP® certification and is a CFA Charterholder. He earned his undergraduate degree in Accounting and Finance from the Florida State University and his Master of Business Administration from Wake Forest University’s Babcock Graduate School of Management. Patrick, his wife, Margaret, and twin children reside in Winston-Salem, North Carolina.

Patrick E.’s Recent activity