Susan has more than seven years of experience in financial services working with individuals and families to help them work toward achieving their goals and protecting loved ones. She is especially focused on helping customers work toward a secure financial future by establishing and seeking to grow retirement and college savings and obtaining the life insurance, disability insurance, or long term care insurance coverage necessary to provide for themselves and those they love and care about.
Susan received both her undergraduate and graduate (MBA) degrees from East Tennessee State University. She has her Series 7, 63 and 65 registrations, held through LPL Financial and her Georgia and South Carolina Life, Accident and Sickness and Variable products license.
Susan has been with the bank for over two years. She currently serves on the University Hospital Foundation Community Board and is a member of Wesley United Methodist Church. Susan and her husband Jeff have five children and enjoy spending time with family and friends.
Series 7, 63 and 65 registrations, held through LPL Financial
Georgia and South Carolina Life, Accident and Sickness and Variable products license
East Tennessee State University – MBA
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. South State Bank and South State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Advisory Services offered through LPL Financial, a Registered Investment Advisor.
*Please consult your tax-advisor for tax related issues.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.