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5/24/2024 (Updated: 8/25/2025)

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LPL Financial Form CRS

Your Bank (”SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (”LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

*Please consult your tax-advisor for tax related issues.
**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. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState 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

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.
This content is general in nature and provided for informational use only. Content may be used in connection with the advertising and marketing of products and services offered by SouthState Bank, N.A. and its subsidiaries and affiliates. This is not to be considered legal, tax, accounting, financial or investment advice. You should seek individualized advice from personal financial, legal, tax and/or other professionals, as appropriate depending on the specific facts of your situation. We do not make any warranties as to the completeness or accuracy of this information and have no liability for your use of this information.

5/24/2024 (Updated: 8/25/2025)

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Hi, My name is Toniette Mathis & I am a Senior Vice President & Financial Consultant with SouthState Investment Services.

When you have financial questions or ideas, it’s often important to find someone you trust to listen to your concerns & provide guidance for your future.

At SouthState Investment Services, our local team can provide insight about your financial plan as well as create thoughtful investment strategies that take your long-term financial goals into account.

If you already have a financial plan, it’s important to periodically measure your financial progress & make sure you are still on track to pursue your goals. Reviewing your financial plan every so often helps you determine how things are going & what parts of your strategy may need fine-tuning.

As life changes, so should your plan. Financial goals that were once top of mind may seem less important as you grow older. At SouthState Investment Services, we can assist you in refocusing your long-term investing & retirement planning approach & help you develop a financial blueprint that incorporates what is most important to you.

What is on your mind right now? Perhaps you are thinking about retirement savings or retirement income. Maybe your investments or your tax situation are prompting questions. We would love to have a conversation about how we can help you plan for the future. — We look forward to the opportunity to assist you.

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Are You Looking for Advice?

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Are You Looking for Advice?

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