Philip Rothstein

Philip Rothstein, CFP®,CEPA
Vice President Financial Consultant Truist Investment Services, Inc.
The STK Group of Truist Investment Services, Inc.

3605 Glenwood Avenue

Suite 400,

Raleigh, NC 27612

Philip.Rothstein@Truist.com

Phone 919-716-9712

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About me

Background

Philip joined The STK Group of Truist Investment Services, Inc. in 2024 as a Financial Consultant after spending the past 13 years as a Wealth Advisor. Prior to that, Philip spent 6 years as a Financial Advisor with Truist Investments Services, Inc. Philip creates relationships with affluent clients and their families and works towards addressing their needs. He focuses on helping clients take a comprehensive and strategic approach to financial planning and specializes in Investment Management, Risk Management and Trust & Estate Planning. Philip attended North Carolina State University and Campbell University, ultimately earning a Master’s degree in Trust and Wealth Management. He currently holds a CERTIFIED FINANCIAL PLANNERTM certification, a CERTIFIED EXIT PLANNING ADVISOR certification (CEPA®), as well as the FINRA Series 7 & 66 securities registrations as well as his Variable Annuity, Life, Health, and Long‐Term Care insurance licenses.

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

Education

Bachelor of Science Business-Finance
North Carolina State University 2000 2003
Masters in Trust and Wealth Management
Campbell University 2008 2009

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.

  • 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

  • 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

  • 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

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