Ray Bhatti

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. Ray lives in Eldersburg, Maryland, and is a native of Severn, Maryland. Ray graduated from the University of Maryland with a Bachelor of Science in Finance. Ray enjoys spending free time with his wife Hirra, traveling, and playing golf.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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

  • 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

Locations

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