(COLUMBIA, SC – JUNE 17, 2017) South State Investment Services announced that Toniette Mathis has joined the Upstate Region as a senior vice president and financial consultant.
With over 15 years of investment management experience, Mathis provides tailored advice and guidance on investments, insurance, retirement planning, tax wise investing, wealth transfer and educational savings plans.
A native of Easley, SC, Mathis earned a Bachelor of Science in Financial Management with an emphasis in Investments from Clemson University. She also holds her Series 7, 66, 63, and 26 securities licenses at LPL Financial and her SC Life, Accident and Health Insurance license.
Focusing on the development and implementation of investment strategies to help clients pursue their immediate and future goals, Mathis follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing. She also consults on risk management, retirement planning, and other critical financial strategies.
An active member of the community, Mathis has served on the boards of the American Red Cross Association of upstate South Carolina and was also a member of the Easley Jr. Women's Club.
South State Corporation is the largest bank holding company headquartered in South Carolina. Founded in 1933, the company’s primary subsidiary, South State Bank, has been serving the financial needs of its local communities in 25 South Carolina counties, 15 Georgia counties and 4 North Carolina counties for over 80 years. The bank also operates Minis & Co., Inc. and South State Advisory, both registered investment advisors; and First Southeast Investor Services, Inc., a limited purpose broker-dealer. South State Corporation has assets of approximately $11.2 billion and its stock is traded under the symbol SSB on the NASDAQ Global Select Market. More information can be found at www.SouthStateBank.com.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured South State Bank deposits and are not FDIC/NCUA insured. These products are not obligations of South State Bank and are not endorsed, recommended or guaranteed by South State Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. South State Bank and South State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.