Dupont Circle Group of Truist Investment Services, Inc. Dupont Circle Group of Truist Investment Services, Inc.

Dupont Circle Group of Truist Investment Services, Inc.

1445 New York Ave., NW

4th Floor,

Washington, DC 20005

DupontCircleGroup@truist.com

Phone 804-482-7222

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Who we are

Dupont Circle Group of Truist Investment Services Inc. is a dedicated team working together to help clients achieve greater financial well-being, manage risk, and assist with tax strategies.  With decades of combined experience and access to the firm’s extensive network of specialists, we strive to handle the most complex financial matters with care. The team was recognized by Forbes - Best in State Wealth Advisors for 2025* and Forbes - Top Next- Gen wealth advisors for 2024**

*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2024 is based on the aforementioned criteria through the calendar year preceding the award date.

**Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2025 is based on the aforementioned criteria through the calendar year preceding the award date.

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

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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

Samuel Solondz
Samuel Solondz, CFP®, CIMA®, CPWA®, PPM
Financial Advisor
Senior Managing Director
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Ray Bhatti
Ray Bhatti
Business Development Officer
Vice President
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Jay Burmaster
Jay Burmaster
Brokerage Financial Consultant
Robert Rowe
Robert Rowe
Registered Client Service Associate II
Nevi Harrison
Nevi Harrison
Client Service Associate
At the heart of our approach is comprehensive wealth planning. Every strategy we design is tailored to the unique goals of our clients, always with a focus on protecting and growing what matters most. What sets us apart is not only the quality of our advice, but also the way we deliver it—through proactive communication, responsiveness, and a commitment to exceptional client service.

With us, clients don’t just get financial advice; they get a team dedicated entirely to their success and for generations to come.
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    Locations

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