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
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**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. South State Bank, N.A. and South State Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using South State Investment Services and may also be employees of South State Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South State Bank, N.A. or South State Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
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