About Tim B. Sease, CFP®, ChFC
Tim B. Sease is Executive Vice President, Managing Director of Investment Services. He has been with the company since 1995, previously serving as President and CEO of First Southeast Investor Services. Prior to joining the company, Mr. Sease served as President of Home Financial Services, Inc. and in several roles at Home Federal Savings Bank of SC, including Director of Retail Banking, Vice President of Deposit Services and Asset Liability Analyst. He has over 30 years of Financial Services experience.
Mr. Sease is a graduate of Winthrop University, where he earned a degree in Communications and a minor in Business Administration. He has his FINRA Series 7, 24, 63, and 65 securities registrations held with LPL Financial, as well as the State of South Carolina Life, Accident, and Health Insurance License. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant (ChFC). He has been featured in several Bank Investment Services periodicals and a conference speaker at national conventions, including BISA and FIIA. He also served on the UVEST Investment Services Bank Executive Advisory Council. He was the recipient of the 2007 Winthrop University Distinguished Service Award and was previously named in the Charleston Business Journal’s 40 under 40.
Mr. Sease currently serves on the Winthrop University Board of Trustees where he is a member of the Executive Committee of the Board. In 2019, he was elected as a board member for BISA, a national organization recognized as the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance, financial products, and advisory services through the bank channel. In addition, he also serves on the LPL Advisor Council. He is on the Trident United Way Board of Directors and a member of the finance committee. He is a current Elder of Mt. Pleasant Presbyterian Church and also chairs the Endowment committee. He has been involved in many charities and organizations including a board member for the South Carolina Make-A-Wish Foundation, past President of the Winthrop Alumni Executive Board and an I-Beam mentor reader in the Charleston County School District.
In his free time he enjoys spending time with his wife, Tina, and his twin boys as well as traveling and golfing.