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Before you go
Client-centric
Flagstar Private Bank's approach is centered around a single point of contact banker who has access to lending, banking, and wealth solutions.
Customized solutions
We maintain an independent and client-centric lens in each dimension of your relationship.
Results-driven
Our focus is on your goals and getting you where you want to go.
Wealth solutions for yourself, your family, and your business
Make informed decisions with guidance from talented specialists who understand your goals and needs. We bring experience and responsive support to your finances.
Dedicated to helping advance your financial goals
At Flagstar Securities, we are committed to helping you reach your financial goals. Effectively protecting and growing your wealth while minimizing risk demands professional focus and informed, well-researched planning and solutions.
Outlook and Insights
The New York Pied-à-Terre Tax
Carly Doshi
EVP, Head of Flagstar Family Advisory and Trust
"Designed to help close New York City’s budget deficit, the tax targets second homes and other non-primary residences by adding a surcharge onto existing property taxes on applicable high-value properties. Because the pied-à-terre tax is widely expected to face litigation, affected clients should monitor developments closely."
The Silver Lining of Market Volatility
Carly Doshi
EVP, Head of Flagstar Family Advisory and Trust
"For savvy investors, volatility is a silver lining—a moment to strengthen long-term plans, enhance tax efficiency, and accelerate the transfer of wealth across generations."
Cyber Risk & Cyber Insurance
Irene Bowers
Head of Insurance
"Cyber risk is no longer limited to technology departments or large corporations. It has become a financial, operational, reputational, and strategic risk affecting organizations of every size and individuals across every segment of wealth."
Estate Planning in the Age of Permanence
Carly Doshi
EVP, Head of Flagstar Family Advisory and Trust
"The OBBBA brought permanent estate tax rules and a $15 million exemption. For wealthy families, this is a moment of clarity and opportunity."
The Power of Equanimity: Navigating Volatile Markets with Composure
Brett Mitstifer, CFA
Flagstar Chief Investment Officer
"The quarter began with investors still processing the economic and inflationary fallout from the Iran War, the blockade of the Strait of Hormuz, and the risk that energy prices could force the Federal Reserve into a more restrictive stance. History reminds us that uncertainty rarely lasts forever—but the opportunities it creates often do."
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Flagstar Securities, Inc. is a registered broker-dealer, registered investment adviser, and licensed insurance agency, Member FINRA/SIPC. Flagstar Securities is a wholly owned non-bank subsidiary of Flagstar Bank, N.A. Flagstar Bank, N.A. is not registered as a broker dealer or investment adviser. Securities and Insurance products offered through Flagstar Securities are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
Neither Flagstar Securities nor its employees or agents provide tax or legal advice. You must consult your tax and legal advisors regarding your personal circumstances. No information contained herein should be considered a recommendation or solicitation to invest in a particular security or type of security.
The material provided is for information purposes only and should not be considered an offer to buy or sell, a solicitation of an offer to buy or a recommendation for any specific securities or products. Before investing in any product or services, consider the investment objectives, risks, charges, and expenses. For fund purchases, a prospectus is available containing this information. Read it carefully prior to making any investment decisions and retain it for your future reference.
Wealth management refers to products and services available through various services providers of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. Your representative will receive compensation in connection with providing advice or service. It is important to understand the differences when determining products and/or services to select.
Flagstar Securities only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by FINRA or the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.
Flagstar Bank, N.A., and Flagstar Securities comply with Section 326 of the USA PATRIOT Act. This law mandates that we request certain information about you while processing your account application. This information is utilized to verify your identity.
View the Flagstar Securities Client Relationship Summary here
View the Flagstar Securities Regulatory Summaries and Disclosures here