Alyssa Goldstein

Alyssa Goldstein
Senior Vice President Legal Wealth Advisor Truist Bank

50 Hudson Yards

69th Floor,

New York, NY 10001

alyssa.goldstein@truist.com

Phone 212-801-6373

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About me

Background

Alyssa Goldstein is a Legal Wealth Advisor with Truist Wealth’s Legal Specialty Group. Alyssa has more than 15 years of experience in the financial services industry, with over a decade of that time spent dedicated to working with the legal industry providing customized and comprehensive wealth management solutions to law firms and attorneys throughout the Northeast. 

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

B.A. Political Science
Boston University 2002 2006

Personal Interests

Alyssa is a graduate of Boston University. She currently resides on the Upper East Side of Manhattan and volunteers as a mentor at Streetwise Partners.

Specialties

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

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

  • 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.

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

Locations

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