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 , opens in new tab

Phone 919-716-9712 , opens in new tab

Get directions , opens in new tab

See all locations

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 , opens in new tab

Education

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

Specialties

Locations

Loading location info...
Return to list view
Map

3605 Glenwood Avenue,

Suite 400, Raleigh, NC 27612

Office hours

Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed

Phone 919-716-9712, opens in new tab

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}, opens in new tab
 Fax {4}, opens in new tab

{0} {1}

Recommended Resources

Market Pulse July 21, 2025

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week of July 21, 2025 highlight what we're watching and important news ahead.
07/22/2025
Article
07/25/2025
Article

Market Pulse July 21, 2025

Market views heading into the week highlight what we're watching and important news ahead.
Market views heading into the week of July 21, 2025 highlight what we're watching and important news ahead.
- Jul 22, 2025
Article
07/25/2025
Article

Economic Data Tracker Tariffs starting to creep into inflation readings, while summer air travel and freight figures sizzle

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of July 18, 2025.
07/22/2025
Article
07/18/2025
Economic Data Tracker – July 18, 2025

Economic Data Tracker Tariffs starting to creep into inflation readings, while summer air travel and freight figures sizzle

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of July 18, 2025.
- Jul 22, 2025
Article
07/18/2025
Economic Data Tracker – July 18, 2025

Special Commentary Timely Economic & Market Insights – July 16, 2025

Our Investment Advisory Group experts shared their annual investment outlook with an in-depth look at the economy, markets and portfolio positioning.

On July 16, our Investment Advisory Group experts shared their annual investment outlook with an in-depth look at the economy, markets and portfolio positioning.
07/18/2025
Video
07/16/2025
Truist’s Perspective on Election 2024 – July 16, 2025

Special Commentary Timely Economic & Market Insights – July 16, 2025

Our Investment Advisory Group experts shared their annual investment outlook with an in-depth look at the economy, markets and portfolio positioning.
On July 16, our Investment Advisory Group experts shared their annual investment outlook with an in-depth look at the economy, markets and portfolio positioning.
- Jul 18, 2025
Video
07/16/2025
Truist’s Perspective on Election 2024 – July 16, 2025
{0}

{0}

{2}
{6}
{7}
{8}
{9}
{12}
{10}
{11}

{3}

{1}
{2}
{6}
{8}
{9}
{10}
{11}
{14}
{12}
{13}
{1}
{2}
{7}
{8}
{9}
{10}
{11}
{14}
{12}
{13}
Component ID : "accordionGridLayout-1288434688"
Model : "disclaimer"
Position : "left"

Disclosures

Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

Equal Housing Lender

Investment and Insurance Products:

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

TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA, opens in new tab.

Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA, opens in new tab and SIPC, opens in new tab. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry, opens in new tab.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support 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., opens in new tab

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/, opens in new tab

Site footer

Footer Navigation

Banking products
About Truist
Resources
Support

© 2025, Truist. All Rights Reserved.