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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Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
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  • May Lose Value

Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

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  • Multilingual teammates available at our Multicultural Banking Centers
  • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
  • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

  • Limited English Proficiency Support
  • New York City residents

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