Samuel  Solondz

Samuel M. Solondz, CFP®, CIMA®, CPWA®, PPM
Managing Director Private Client Group Truist Investment Services, Inc.

1445 New York Ave NW

Washington, DC 20005-2125

About me

Background

Samuel (Sam) Solondz is a Managing Director and Financial Advisor with the Private Client Group of Truist Investment Services, Inc. & Truist Wealth. He offers clients a comprehensive suite of services and possesses extensive experience in investments, financial planning, credit strategies and estate planning. As a Financial Advisor, Sam integrates a complex body of investment and planning knowledge, ethically contributing to prudent decisions by providing objective advice and guidance to all of his clients.

Sam takes the time to talk to and get to know his clients, which helps him gain an understanding of the critical aspects of their financial life so that he can assess the interaction of multiple objectives and the far reaching implication they can have on each other. Sam holds himself and his team accountable to recommend strategies with his clients needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also highly attentive service and coordination of resources.

Sam is a member of the Investments and Wealth Institute and Financial Planning Board of Standards. He has been named as one of Washington's Top Wealth Advisors and Top Financial Advisors by the Washingtonian magazine.*

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science: Specialization in Finance and Real Estate
Kogod School of Business, The American University 2004 2007
Financial Planning
School of Continuing Studies, The Georgetown University 2011 2012
Investment Management Analysis
The Wharton School, University of Pennsylvania 2014
Certificate in Private Wealth Advising
Booth School of Business, University of Chicago 2017

Personal Interests

Solondz enjoys playing golf and exercising daily.  

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 and/or wealth 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

Accomplishments

Washington's Top Wealth Advisors*
Washingtonian Magazine 2018
Washington's Top Financial Advisors*
Washingtonian Magazine 2019
Washington's Top Financial Advisors*
Washingtonian Magazine 2020
Washington's Top Financial Advisors*
Washingtonian Magazine 2022
*Washingtonian magazine based on surveys sent to hundreds of people who work in the local financial industry. Magazine did performed research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations.  Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.  
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    * Washingtonian magazine based on surveys sent to hundreds of people who work in the local financial industry. Magazine did performed research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.