Michael Rothstein

Michael Rothstein
Virtual Premier Banker

2320 Cascade Pointe Blvd

Charlotte, NC 28208-6700

Michael.Rothstein@truist.com

Phone 704-954-1692

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About me

Background

Michael Rothstein is a Virtual Premier Banker with 18 years of financial services experience. After watching his parents receive potentially disastrous financial advice, he has made it his life's work to partner with his clients to truly understand their unique needs and financial situations. He uses that information to help them take a comprehensive, holistic, and strategic approach to planning, while delivering customized solutions in five, key areas: banking, cash flow, strategic credit, investments, risk management, and insurance. Michael serves as his clients’ advocate, always acting in their best interests. They can rely on him to provide guidance, education, and build their 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
Adelphi University
Bachelor's in Business Administration, concentration in Management
Adelphi University
Certificate in Financial Planning
Kaplan University

Personal interests

Originally from Long Island, Michael lives in Huntersville, NC with his wife, Tammy, and their three children. He loves spending time at the lake and playing golf. Additionally, he serves as a member of the education committee with Blumenthal Performing Arts.

Specialties

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

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

Locations

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