About Toniette Mathis

Toniette Mathis is a Senior Vice President, Financial Consultant specializing in helping individuals and families pursue their financial planning goals.  She provides tailored advice and guidance on investments, insurance, retirement planning, tax wise investing, wealth transfer and educational savings plans. She joined South State Investment Services bringing over 15 years of investment management experience to business owners, executives and her valued clients.  She holds her Series 7, 66, 63, and 26 securities licenses at LPL Financial and her SC Life, Accident and Health Insurance license.

Toniette’s focus is the development and implementation of investment strategies to help clients pursue their immediate and future goals. She 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 in order to help obtain measurable results. She also consults on risk management, retirement planning, and other critical financial strategies.

Toniette has previously served on the board of the American Red Cross Association, upstate South Carolina and was formerly a member of the Easley Jr. Women’s Club. A native of Easley, SC, she earned a Bachelor of Science in Financial Management with an emphasis in Investments at Clemson University. In her spare time, Toniette enjoys volunteer work, reading and volleyball. She and her husband, Johnny, have one son.

South State Investment Services Broker