Michael Rothstein

Michael Rothstein
Virtual Premier Banker

214 North Tryon St. Fl 46

Charlotte, NC 28202

Michael.Rothstein@truist.com

Phone 704-954-1692

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About me

Background

I am a Virtual Premier Banker with Truist and offer over 20 years of financial services experience. After witnessing my parents receive potentially disastrous financial advice, I have made it my life’s work to partner with my Clients to truly understand their unique needs and financial situations. I help Clients take a comprehensive, holistic, and strategic approach to Financial Planning, while delivering customized solutions. I serve as an advocate for my clients and represent their best interests while providing guidance, education, and building trust through high-touch attention, in-depth conversations, and technology.

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

Associate's in Mathematics
Nassau College
Bachelor's in Business Administration, concentration in Management
Adelphi University
Certificate in Financial Planning
Kaplan University

Personal interests

When not at work, I enjoy spending time with my wife and three children. I also love spending time at the lake and coaching youth sports. In addition, I have the privilege of serving as a member of the Education Committee with Blumenthal Arts. 

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

Locations

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