Ray Bhatti
Vice President
Business Development Officer
Truist Investment Services, Inc.
Dupont Circle Group of Truist Investment Services, Inc.
10500 Little Patuxent Parkway
Suite 450,
Columbia, MD 21044
About me
Background
Ray joined Truist in 2020, is a Vice President, and Business Development Officer for the Dupont Circle Group of Truist Investment Services, Inc. Ray lives in Eldersburg, Maryland, and is a native of Severn, Maryland. Ray graduated from the University of Maryland with a Bachelor's of Science in Finance.Personal Interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
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
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
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