Mike Rothman

Mike Rothman
Premier Banker

150 S. Warner Rd

King of Prussia, PA 19406

michael.rothman@truist.com

Phone 610-263-2752

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About me

Background

I am a Premier Banker with Truist and have been serving the Philadelphia region as a Relationship Manager to high-net-worth families for over 20 years. I work to inspire lives and communities by being of genuine service to others through positive, informative and caring partnerships. The most rewarding part of my role as a Premier Banker is getting to know a family’s story and understanding their why behind their decisions and their goals.  By taking a holistic approach to Financial Planning, I strive to ensure my Clients are best positioned for their future, have the knowledge to make educated decisions and are confident on their financial journey.

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 Degree in Accounting, Minor in Rhetoric and Communications
Temple University

Personal interests

I coach 2 basketball teams and a softball team.  I love all Philly sports teams and try to enjoy every moment with my wife and 2 daughters.

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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