Malcolm Rose

Malcolm Rose
Virtual Premier Banker

214 N. Tryon St Fl 46

Charlotte, NC 28202

malcolm.rose@truist.com

Phone 704-954-1116

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About me

Background

I am a Premier Banker serving the Triad and Charlotte markets. With nearly 15 years of experience in the financial services industry in various roles, I remained focused on being a trusted resource within the community by providing a variety of financial strategies combined with superb customer service. I strive to ensure the clients I work with are positioned for success by empowering them with the knowledge to make informed decisions. 


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 in Business Management
University of Phoenix

Personal interests

I am a soccer dad who also advocates for mental and physical wellness through various organizations such as Black Men Run, and Men Speak. When I am not at work or on a soccer field you will find me bowling at a local league or tournament, or reading a good book.

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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