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Tim B. Sease, CFP®, ChFC

Director of Investment Services Executive Vice President
Office

843-529-5442

Client Services Team

800-382-0564

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About Tim B. Sease, CFP®, ChFC

Tim B. Sease is Executive Vice President, Director of Investment Services. He has been with the company since 1995. 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 25 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 has been involved in many charities and organizations including a board member for the South Carolina Make-A-Wish Foundation and past President of the Winthrop Alumni Executive Board. He currently serves on the Winthrop University Board of Trustees and is a member of the Trident United Way Finance Committee. He is an I-Beam mentor reader in the Charleston County School District, Member of the Mt. Pleasant Presbyterian Church Endowment Committee, and an area representative for the Winthrop Eagle Club Board.

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